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Advisers in Kennett Square, PA

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

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Brandywine Oak Private Wealth LLC500 Old Forge Lane, Suite 501 · Kennett Square, PA 19348 · (484) 785-0050 · Financial planningCRD 297021 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedHolos Integrated Wealth224 East Street Rd., Office B2ab · Kennett Square, PA 19348 · (484) 893-4599 · Flat / fixed feesCRD 329884 · % of assets, Fixed fees · $233.1 million AUMSEC registeredNo commissions reportedLegacy Solutions, LLC206 N Union St · Kennett Square, PA 19348 · (610) 444-9920 · Financial planningCRD 323360 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Kennett Square? 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.