Fee-OnlyFinder

Advisers in Berwyn, PA

15 advisers in Berwyn — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (5)Flat / fixed fees (11)Retirement plan consulting (4)

All advisers

AC Wealth Partners1000 Chesterbrook Boulevard, Suite 102 · Berwyn, PA 19312 · (800) 461-3205 · Financial planningCRD 326708 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCarnegie Wealth Management, LLC850 Cassatt Road, Suite 225 · Berwyn, PA 19312 · (610) 640-4300 · Financial planningCRD 290430 · % of assets, Fixed fees · $357.1 million AUMSEC registeredNo commissions reportedChartwell Investment Partners, LLC1205 Westlakes Drive, Suite 100 · Berwyn, PA 19312 · (610) 296-1400 · Flat / fixed feesCRD 170335 · % of assets, Fixed fees · $13.0 billion AUMSEC registeredNo commissions reportedEllis Investment Partners, LLC920 Cassatt Road, 200 Berwyn Park, Suite 115 · Berwyn, PA 19312 · (484) 320-6300 · Financial planningCRD 157669 · % of assets, Hourly charges, Fixed fees · $986.8 million AUMSEC registeredNo commissions reportedEnvestnet Pmc1000 Chesterbrook Boulevard, Suite 250 · Berwyn, PA 19312 · (312) 827-2800 · Flat / fixed feesCRD 111694 · % of assets, Subscription fees, Fixed fees · $614.9 billion AUMSEC registeredNo commissions reportedEnvestnet Portfolio Solutions, INC.1000 Chesterbrook Boulevard, Suite 250 · Berwyn, PA 19312 · (312) 827-2800 · Flat / fixed feesCRD 109662 · % of assets, Subscription fees, Fixed fees · $17.3 billion AUMSEC registeredNo commissions reportedGoal Quest Advisors, LLC1000 Westlakes Drive, Suite 130 · Berwyn, PA 19312 · (484) 602-5941 · Financial planningCRD 159361 · % of assets, Hourly charges, Fixed fees · $109.1 million AUMState registeredNo commissions reportedGreat Valley Advisor Group, LLC920 Cassatt Road, Suite 202 · Berwyn, PA 19312 · (610) 296-7630 · Financial planningCRD 123913 · % of assets, Hourly charges, Fixed fees · $10.6 billion AUMSEC registeredNo commissions reportedQrg Capital Management, INC.1000 Chesterbrook Boulevard, Suite 250 · Berwyn, PA 19312 · (312) 827-2800 · % of assets managedCRD 305277 · % of assets · $11.4 billion AUMSEC registeredNo commissions reportedRed Spruce Capital, LLC1055 Westlakes Drive, Suite 300 · Berwyn, PA 19312 · (610) 727-4270 · % of assets managedCRD 158720 · % of assets · $256.9 million AUMSEC registeredNo commissions reported
Rolek Retirement Planning1055 Westlakes Drive, Suite 300 · Berwyn, PA 19312 · (267) 427-5667 · Financial planningCRD 285351 · % of assets, Fixed fees · $239.2 million AUMSEC registeredNo commissions reportedStanley-Laman Group LTD.1235 Westlakes Dr, Suite 295 · Berwyn, PA 19312 · (610) 993-9100 · Financial planningCRD 112112 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedSterling Investment Advisors LTD.1055 Westlakes Drive, Suite 150 · Berwyn, PA 19312 · (610) 560-0400 · Financial planningCRD 140710 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedTrinity Wealth Management, LLC899 Cassatt Road, Suite 120 · Berwyn, PA 19312 · (610) 296-2020 · Financial planningCRD 169216 · % of assets, Hourly charges, Fixed fees · $399.2 million AUMSEC registeredNo commissions reportedWatkinson Capital Advisors LLC1273 E. Lancaster Ave · Berwyn, PA 19312 · (484) 588-0112 · Financial planningCRD 151862 · % of assets · $124.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Berwyn? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.