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Advisers in Hermitage, PA

3 advisers in Hermitage — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Jfs Wealth Advisors, LLC1479 N. Hermitage Rd. · Hermitage, PA 16148 · (724) 962-3200 · Financial planningCRD 145051 · % of assets, Hourly charges, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedLegacy Advisory Group, INC.3087 Innovation Way · Hermitage, PA 16148 · (724) 983-1617 · Flat / fixed feesCRD 131895 · % of assets, Fixed fees · $377,000 AUMState registeredNo commissions reportedMatune Basile Advisors295 N. Kerrwood Dr. Suite 102 · Hermitage, PA 16148 · (724) 977-6275 · Financial planningCRD 168073 · % of assets, Hourly charges · $342.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Hermitage? 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.