Fee-OnlyFinder

Advisers in Downingtown, PA

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

Financial planning (3)Hourly fees (3)Flat / fixed fees (4)

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Bruton Chisnell Advisors, LLC521 East Lancaster Avenue · Downingtown, PA 19335 · (610) 518-3900 · Financial planningCRD 293192 · % of assets, Hourly charges, Fixed fees · $772.5 million AUMSEC registeredNo commissions reportedEagle Investment Advisors131 Wallace Avenue, Suite 14 · Downingtown, PA 19335 · (610) 269-0269 · Flat / fixed feesCRD 144094 · % of assets, Fixed fees · $186.1 million AUMSEC registeredNo commissions reportedGroundwork Wealth Management, LLC131 Wallace Ave, Suite 14 · Downingtown, PA 19335 · (484) 872-8573 · Financial planningCRD 170331 · % of assets, Fixed fees · $39.3 million AUMState registeredNo commissions reportedMegaannum Capital, LLC341 E. Lancaster Ave · Downingtown, PA 19335 · (484) 612-5728 · Hourly feesCRD 171002 · % of assets, Hourly charges · $7.5 million AUMState registeredNo commissions reportedRevisionist Wealth Advisors, LLC107 E Lancaster Ave · Downingtown, PA 19335 · (484) 517-4422 · Financial planningCRD 299706 · % of assets, Hourly charges, Fixed fees · $17.1 million AUMState registeredNo commissions reported
Talking to advisers in Downingtown? 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.