Fee-OnlyFinder

Advisers in Collegeville, PA

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

All advisers

Christine Messmer, P.C.101 Oak Street · Collegeville, PA 19426 · (610) 489-7925 · Financial planningCRD 121202 · Hourly charges, Fixed fees · $240.6 million AUMSEC registeredNo commissions reportedDewitt Capital Management3801 Germantown Pike, Suite 203 · Collegeville, PA 19426 · (610) 910-9110 · Flat / fixed feesCRD 108232 · % of assets, Fixed fees, Other · $123.2 million AUMSEC registeredNo commissions reportedSensenig Capital Advisors, INC.133 Level Road · Collegeville, PA 19426 · (610) 584-9700 · Financial planningCRD 142821 · % of assets, Hourly charges, Fixed fees · $212.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Collegeville? 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.