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Advisers in King of Prussia, PA

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

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

All advisers

Cooper Eagle, LLC771 Fifth Avenue, Suite 2 · King of Prussia, PA 19406 · (484) 519-2667 · Financial planningCRD 314675 · % of assets, Hourly charges · $46.3 million AUMState registeredNo commissions reported Ethos Financial Group, LLC2200 Renaissance Blvd, Suite 340 · King of Prussia, PA 19406 · (610) 822-5246 · Financial planningCRD 321748 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported Girard Advisory Services, LLC555 Croton Road, Suite 210 · King of Prussia, PA 19406 · (610) 337-7640 · Financial planningCRD 39163 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported Jura Investments, LLC840 First Avenue, Suite 400 · King of Prussia, PA 19406 · (484) 995-1186 · % of assets managedCRD 154614 · % of assets · $1.5 million AUMState registeredNo commissions reported Maguire Investments LLC840 First Avenue, Suite 350 · King of Prussia, PA 19406 · (610) 572-2705 · Flat / fixed feesCRD 164039 · % of assets, Fixed fees · $253.2 million AUMSEC registeredNo commissions reported Niche Investment Advisors LLC2200 Renaissance Blvd., Suite 340 · King of Prussia, PA 19406 · (610) 941-6900 · Financial planningCRD 311014 · % of assets, Hourly charges, Fixed fees · $48.1 million AUMState registeredNo commissions reported Pinnacle Strategic Wealth Management, LLC.630 Freedom Business Center, Third Floor · King of Prussia, PA 19406 · (267) 221-6305 · Financial planningCRD 155652 · % of assets, Hourly charges, Fixed fees · $146.5 million AUMSEC registeredNo commissions reported Preservation Wealth Management630 Freedom Business Center Drive, Third Floor · King of Prussia, PA 19406 · (610) 768-7789 · Financial planningCRD 170636 · % of assets, Other · $1.8 million AUMState registeredNo commissions reported Sun Global LLC640 Freedom Business Center Dr, #340 · King of Prussia, PA 19406 · (302) 521-5560 · % of assets managedCRD 317484 · % of assets, Performance-based fees · $7.4 million AUMState registeredNo commissions reported

Talking to advisers in King of Prussia? 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.