Fee-OnlyFinder

Advisers in Carnegie, PA

3 advisers in Carnegie — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Beacon Light Wealth ManagementCarnegie Office Park Building Two, 600 N. Bell Avenue, Suite 130 · Carnegie, PA 15106 · (412) 992-8659 · Financial planningCRD 338731 · % of assets, Fixed fees · $39.1 million AUMState registeredNo commissions reportedKanakadhara Financial Enterprise323 W.main St · Carnegie, PA 15106 · (412) 953-1141 · Flat / fixed feesCRD 158491 · % of assets, Fixed fees · $6.5 million AUMState registeredNo commissions reportedSecurities Brokerage Services101 West Main Street #104 · Carnegie, PA 15106 · (412) 429-4040 · Financial planningCRD 119861 · % of assets, Hourly charges · $16.2 million AUMState registeredNo commissions reported
Talking to advisers in Carnegie? 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.