Fee-OnlyFinder

Advisers in Exton, PA

7 advisers in Exton — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (3)

All advisers

Birch Run Investments, LLC211 Welsh Pool Road, Suite 234 · Exton, PA 19341 · (610) 321-3453 · % of assets managedCRD 285285 · % of assets, Performance-based fees · $457.5 million AUMSEC registeredNo commissions reportedEhb Financial Resources Managemnt, INC.211 Welsh Pool Road, Suite 110 · Exton, PA 19341 · (610) 594-2701 · Financial planningCRD 116186 · % of assets · $164.0 million AUMSEC registeredNo commissions reportedLegacy Advisory Services, LLC658 Exton Commons · Exton, PA 19341 · (610) 524-6801 · Financial planningCRD 147173 · % of assets, Hourly charges · $156.9 million AUMSEC registeredNo commissions reportedPrivate Wealth Management, LLC600 Eagleview Blvd, Suite #300 · Exton, PA 19341 · (215) 582-9537 · % of assets managedCRD 282801 · % of assets · $72.0 million AUMState registeredNo commissions reportedProwell Financial Management, LLC717 Constitution Drive, Suite 102 · Exton, PA 19341 · (484) 359-4057 · Financial planningCRD 281762 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reportedSummit Group Retirement Planners, INC.431 Exton Commons · Exton, PA 19341 · (484) 467-7899 · Financial planningCRD 169823 · % of assets, Hourly charges, Fixed fees · $302.3 million AUMSEC registeredNo commissions reportedWhitford Financial Planning211 Welsh Pool Road, Suite 106 · Exton, PA 19341 · (484) 881-0070 · Financial planningCRD 325988 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reported
Talking to advisers in Exton? 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.