Fee-OnlyFinder

Advisers in Fort Washington, PA

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

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

All advisers

Barrister501 Office Center Drive, Suite 125 · Fort Washington, PA 19034 · (800) 465-8140 · Financial planningCRD 153598 · % of assets, Hourly charges, Fixed fees · $97.1 million AUMState registeredNo commissions reportedCapital Analysts601 Office Center Drive, Suite 300 · Fort Washington, PA 19034 · (800) 242-1421 · Flat / fixed feesCRD 162200 · % of assets, Fixed fees · $8.8 billion AUMSEC registeredNo commissions reportedEquita Financial Network, INC.500 Office Center Drive, Suite 400 · Fort Washington, PA 19034 · (800) 604-0176 · Financial planningCRD 277031 · % of assets, Hourly charges, Fixed fees · $391.0 million AUMSEC registeredNo commissions reportedThrive Capital Management, LLC500 W Office Center Drive, Suite 300 · Fort Washington, PA 19034 · (800) 516-5861 · Financial planningCRD 281347 · % of assets, Hourly charges · $656.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Fort Washington? 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.