Fee-OnlyFinder

Advisers in Harrisburg, PA

9 advisers in Harrisburg — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Conrad Siegel Investment Advisors501 Corporate Circle · Harrisburg, PA 17110 · (717) 652-5633 · Financial planningCRD 123560 · % of assets, Hourly charges, Fixed fees · $12.1 billion AUMSEC registeredNo commissions reportedDvb Private Wealth4800 Linglestown Road, Suite 304 · Harrisburg, PA 17112 · (717) 652-6901 · Financial planningCRD 341684 · % of assets, Fixed fees · $225.7 million AUMSEC registeredNo commissions reportedEcon Wealth Management4755 Linglestown Road, Suite 204 · Harrisburg, PA 17112 · (717) 545-5870 · Financial planningCRD 226774 · % of assets · $232.1 million AUMSEC registeredNo commissions reportedEnhancing Capital LLC5300 Derry Street · Harrisburg, PA 17111 · (717) 561-4491 · % of assets managedCRD 290018 · % of assets, Performance-based fees · $368.0 million AUMSEC registeredNo commissions reportedFischer Financial Services INC4431 North Front Street, Suite 105 · Harrisburg, PA 17110 · (717) 233-8901 · % of assets managedCRD 104616 · % of assets · $636.1 million AUMSEC registeredNo commissions reportedGrandview Asset Management LLC4200 Crums Mill Road, Floor 2 · Harrisburg, PA 17112 · (717) 541-1000 · Financial planningCRD 172357 · % of assets, Fixed fees · $411.7 million AUMSEC registeredNo commissions reportedRetirement Collaborative LLC2000 Linglestown Road, Suite 303 · Harrisburg, PA 17110 · (717) 395-9380 · Financial planningCRD 145733 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedSevenbridge Financial Group, LLC3401 North Front Street, Suite 301 · Harrisburg, PA 17110 · (717) 775-8661 · Financial planningCRD 281037 · % of assets, Fixed fees · $731.1 million AUMSEC registeredNo commissions reportedTaylor Securities Services, INC.3113 North Front Street · Harrisburg, PA 17110 · (717) 232-5808 · % of assets managedCRD 304070 · % of assets · $252.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Harrisburg? 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.