Fee-OnlyFinder

Advisers in East Norriton, PA

4 advisers in East Norriton — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Bluesphere Advisors LLC2108 Dekalb Pike · East Norriton, PA 19401 · (610) 277-1515 · Financial planningCRD 283972 · % of assets, Hourly charges, Fixed fees · $506.2 million AUMSEC registeredNo commissions reportedDiccianni Financial Group, INC.333 West Germantown Pike · East Norriton, PA 19403 · (484) 681-9046 · Financial planningCRD 149332 · % of assets · $128.8 million AUMSEC registeredNo commissions reportedFoundation Capital Management, LLC2100 Swede Rd · East Norriton, PA 19401 · (610) 278-6961 · Financial planningCRD 142659 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reportedMeridian Wealth Partners, LLC301 East Germantown Pike, Ste 201 · East Norriton, PA 19401 · (610) 272-4700 · Financial planningCRD 287768 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in East Norriton? 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.