Fee-OnlyFinder

Advisers in Easton, PA

2 advisers in Easton — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Blue Water Financial Investor Coaching, LLC400 S Greenwood Ave, 3 Rd FL Ste 300 · Easton, PA 18045 · (610) 438-0988 · % of assets managedCRD 171285 · % of assets · $65.2 million AUMState registeredNo commissions reportedValor Investments and Planning LLC109 N. 4th Street, Suite 1 · Easton, PA 18042 · (484) 546-2522 · Financial planningCRD 323129 · % of assets, Hourly charges, Fixed fees · $97.9 million AUMState registeredNo commissions reported
Talking to advisers in Easton? 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.