Fee-OnlyFinder

Advisers in Center Valley, PA

5 advisers in Center Valley — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)

All advisers

Argyle Capital Management, LLC3701 Corporate Parkway, Suite 140 · Center Valley, PA 18034 · (610) 997-3777 · % of assets managedCRD 106576 · % of assets, Other · $355.7 million AUMSEC registeredNo commissions reportedBrightside Wealth Planning, LLC3477 Corporate Parkway, Suite 100 · Center Valley, PA 18034 · (484) 224-3478 · Financial planningCRD 327899 · % of assets, Fixed fees · $84.0 million AUMState registeredNo commissions reportedMb, Levis & Associates,llc4647 Saucon Creek Road, Suite 101 · Center Valley, PA 18034 · (610) 419-9690 · Financial planningCRD 164197 · % of assets, Fixed fees · $411.6 million AUMSEC registeredNo commissions reportedQuadrant Private Wealth Management, LLC3850 Sierra Circle, Ste 300 · Center Valley, PA 18034 · (610) 849-2743 · Financial planningCRD 277044 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedShetland Financial, PLLC4647 Saucon Creek Rd, Suite 201 · Center Valley, PA 18034 · (610) 214-0100 · Financial planningCRD 308958 · % of assets, Hourly charges, Fixed fees · $3.1 million AUMState registeredNo commissions reported
Talking to advisers in Center Valley? 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.