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Financial planning in Erie, PA

10 advisers in Erie offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

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 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 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 reportedRoland 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