Fee-OnlyFinder

Advisers in Bethlehem, PA

9 advisers in Bethlehem — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (8)Retirement plan consulting (3)

All advisers

Cornerstone Advisors Asset Management, LLC74 West Broad Street, Suite 340 · Bethlehem, PA 18018 · (610) 694-0900 · Financial planningCRD 138638 · % of assets, Fixed fees · $9.6 billion AUMSEC registeredNo commissions reportedKeyvantage Wealth Advisors95 Highland Avenue, Suite 310 · Bethlehem, PA 18017 · (484) 935-3003 · Financial planningCRD 331996 · % of assets, Hourly charges, Fixed fees · $339.4 million AUMSEC registeredNo commissions reportedLiberty Square Wealth Partners LLC1525 Valley Center Pkwy, Suite 120 · Bethlehem, PA 18017 · (610) 865-5803 · Financial planningCRD 332476 · % of assets, Hourly charges, Fixed fees · $567.8 million AUMSEC registeredNo commissions reportedMtm Financial Group, LLC4505 Hanoverville Road · Bethlehem, PA 18020 · (610) 746-7007 · Financial planningCRD 147221 · % of assets, Hourly charges, Fixed fees · $771.6 million AUMSEC registeredNo commissions reportedO'Hagan Group, INC.1429 West Broad Street · Bethlehem, PA 18018 · (610) 625-8855 · Financial planningCRD 315389 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedRenaissance Wealth Management, LLC306 South New Street, Suite 110 · Bethlehem, PA 18015 · (888) 340-3778 · Financial planningCRD 174693 · % of assets, Hourly charges, Fixed fees · $49.1 million AUMState registeredNo commissions reportedStark Wealth Management LLC79 West Market St Suite 100 · Bethlehem, PA 18018 · (610) 419-9894 · Financial planningCRD 309422 · % of assets, Fixed fees · $262.5 million AUMSEC registeredNo commissions reportedTiller Private Wealth, INC.1412 Walter Street · Bethlehem, PA 18015 · (610) 954-9940 · Financial planningCRD 111268 · % of assets, Fixed fees · $730.3 million AUMSEC registeredNo commissions reportedValley National Advisers INC1655 Valley Center Parkway, Suite 100 · Bethlehem, PA 18017 · (610) 868-9000 · Financial planningCRD 110788 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Bethlehem? 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.