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Advisers in Doylestown, PA

11 advisers in Doylestown — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (5)Flat / fixed fees (7)Retirement plan consulting (4)

All advisers

Archetype Advisors, LLC72 East State Street · Doylestown, PA 18901 · (215) 558-5500 · Financial planningCRD 156527 · % of assets, Fixed fees · $260.0 million AUMSEC registeredNo commissions reported Aventine Financial Group4259 West Swamp Road, Suite 302 · Doylestown, PA 18902 · (212) 269-2512 · Financial planningCRD 292390 · % of assets, Hourly charges, Fixed fees · $153.1 million AUMSEC registeredNo commissions reported Clear Capital Management LP196 West Ashland Street, Suite 516 · Doylestown, PA 18901 · (844) 890-6900 · Financial planningCRD 172209 · % of assets, Hourly charges, Fixed fees · $61.3 million AUMState registeredNo commissions reported Del Val Retirement and Investment Services INC2525 Holicong Road · Doylestown, PA 18902 · (215) 680-1481 · Financial planningCRD 332602 · % of assets · $1.9 million AUMState registeredNo commissions reported Duke and Duke Wealth Management LLC3359 Durham Road, Suite 100 · Doylestown, PA 18902 · (267) 544-0333 · Financial planningCRD 290184 · % of assets · $101.6 million AUMState registeredNo commissions reported Kohlhepp Investment Advisors, LTD.3655 Route 202, Suite 100 · Doylestown, PA 18902 · (215) 340-5777 · Financial planningCRD 113989 · % of assets, Hourly charges, Fixed fees · $204.6 million AUMSEC registeredNo commissions reported Mg Financial Management, LLC118 Wood Street · Doylestown, PA 18901 · (215) 669-2676 · Financial planningCRD 285346 · % of assets, Hourly charges · $29.8 million AUMState registeredNo commissions reported Muntz Financial, LLC108 N. Main Street, Suite 202 · Doylestown, PA 18901 · (215) 262-6909 · % of assets managedCRD 145971 · % of assets · $177.6 million AUMSEC registeredNo commissions reported Opulus16 North Franklin Street, Suite 302 · Doylestown, PA 18901 · (215) 859-8095 · Financial planningCRD 304763 · % of assets, Hourly charges, Fixed fees · $104.9 million AUMSEC registeredNo commissions reported Trident Advisors INC76 East State St. · Doylestown, PA 18901 · (215) 489-5383 · Flat / fixed feesCRD 108920 · % of assets, Fixed fees · $116.9 million AUMSEC registeredNo commissions reported Vama Oak Wealth, LLC196 W Ashland St · Doylestown, PA 18901 · (215) 809-2011 · Financial planningCRD 328023 · % of assets, Fixed fees · $91.2 million AUMState registeredNo commissions reported

Talking to advisers in Doylestown? 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.