Fee-OnlyFinder

Advisers in Jenkintown, PA

5 advisers in Jenkintown — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Alvin Clay Financial Advisors, LLC309 York Road, Suite 215 · Jenkintown, PA 19046 · (267) 626-2382 · Financial planningCRD 226655 · % of assets, Fixed fees · $186.6 million AUMSEC registeredNo commissions reportedDucharme Wealth Advisors, LLC610 Old York Road, Suite 400 · Jenkintown, PA 19046 · (717) 609-6311 · Financial planningCRD 324659 · % of assets, Hourly charges, Fixed fees · $15.2 million AUMState registeredNo commissions reportedFinancial Spectrum INC.800 West Avenue · Jenkintown, PA 19046 · (215) 659-5723 · Financial planningCRD 123169 · % of assets, Hourly charges · $5.6 million AUMState registeredNo commissions reportedModern Wealth Concepts LLC261 Old York Rd, Suite 735 · Jenkintown, PA 19046 · (215) 782-1877 · Financial planningCRD 154742 · % of assets, Hourly charges · $46.2 million AUMState registeredNo commissions reportedThe Aranda Group Advisors, LLC724 Old York Road · Jenkintown, PA 19046 · (215) 576-6666 · Financial planningCRD 302100 · % of assets, Fixed fees · $233.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Jenkintown? 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.