Fee-OnlyFinder

Advisers in Erie, PA

12 advisers in Erie — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (7)Flat / fixed fees (9)Retirement plan consulting (8)

All advisers

Bishop & Company Investment Management, LLC1250 Tower Lane, Suite 101 · Erie, PA 16505 · (814) 314-0344 · Financial planningCRD 146448 · % of assets, Hourly charges, Fixed fees · $440.8 million AUMSEC registeredNo commissions reportedElite Life Management LLC2725 Colonial Ave · Erie, PA 16505 · (814) 836-5776 · Financial planningCRD 310917 · % of assets, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvanoff Financial Advisors1001 State Street, Suite 1400 · Erie, PA 16501 · (814) 461-7898 · % of assets managedCRD 127483 · % of assets · $20.5 million AUMState registeredNo commissions reportedEvident Financial302 French Street · Erie, PA 16507 · (814) 425-5182 · Financial planningCRD 281661 · % of assets, Hourly charges, Fixed fees · $149.7 million AUMSEC registeredNo commissions reportedHbks Wealth Advisors2725 Colonial Ave · Erie, PA 16506 · (814) 836-5776 · Financial planningCRD 112139 · % of assets, Hourly charges, Fixed fees · $7.7 billion AUMSEC registeredNo commissions reportedI.m.s. Wealth Management, LLC359 West 26th Street · Erie, PA 16508 · (814) 454-1133 · Financial planningCRD 164717 · % of assets, Hourly charges, Fixed fees · $38.4 million AUMState registeredNo commissions reportedMarsden Capital Management, LLC.1103 Powell Avenue · Erie, PA 16505 · (814) 836-1800 · Flat / fixed feesCRD 111692 · % of assets, Fixed fees · $94.9 million AUMState registeredNo commissions reportedOne-Up Financial1545 West 38th Street · Erie, PA 16508 · (814) 325-2699 · Financial planningCRD 333778 · % of assets, Fixed fees · $107.5 million AUMSEC registeredNo commissions reportedProvident Wealth Management INC3527 West 26th Street · Erie, PA 16506 · (814) 455-7523 · Financial planningCRD 107021 · % of assets, Hourly charges, Fixed fees · $25.7 million AUMState registeredNo commissions reportedRobbins Wealth Management3939 West Ridge Road, Suite C2 · Erie, PA 16506 · (814) 838-4185 · Financial planningCRD 106088 · % of assets, Hourly charges, Fixed fees · $241.7 million AUMSEC registeredNo commissions reported
Roland Financial Wealth Management LLC3250 West Lake Road · Erie, PA 16505 · (814) 833-2999 · Financial planningCRD 315175 · % of assets, Hourly charges · $68.7 million AUMState registeredNo commissions reportedWedgewood Investors INC100 State Street, Suite 506 · Erie, PA 16507 · (814) 456-3651 · Financial planningCRD 104834 · % of assets · $215.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Erie? 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.