Fee-OnlyFinder

Advisers in Lancaster, PA

24 advisers in Lancaster — 24 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (18)Flat / fixed fees (15)% of assets managed (23)Retirement plan consulting (7)

All advisers

Adare Asset Management, LLC1853 William Penn Way, Suite 14 · Lancaster, PA 17601 · (717) 435-9386 · % of assets managedCRD 152471 · % of assets · $159.3 million AUMSEC registeredNo commissions reportedArx Private Wealth1891 Santa Barbara Drive, Suite 206 · Lancaster, PA 17601 · (717) 219-8226 · Financial planningCRD 338631 · % of assets, Hourly charges · $113.6 million AUMSEC registeredNo commissions reportedAtwater Malick201 Granite Run Drive, Suite 290 · Lancaster, PA 17601 · (717) 400-1505 · Financial planningCRD 147972 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reportedCarriage Hill Investment Associates LLC3545 Marietta Ave, Suite P · Lancaster, PA 17601 · (717) 431-2025 · Financial planningCRD 304487 · % of assets, Hourly charges · $50.2 million AUMState registeredNo commissions reportedChestnut Street Investment Counsel, LLC144 East Chestnut Street · Lancaster, PA 17602 · (717) 947-3850 · Financial planningCRD 309741 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedEagle Rock Financial Advisers, LTD.2501 Oregon Pike, Suite 104 · Lancaster, PA 17601 · (717) 569-4577 · Financial planningCRD 125749 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFaithward Advisors, LLC275 Hess Boulevard, Suite 100 · Lancaster, PA 17601 · (717) 560-8300 · Financial planningCRD 116978 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFaithward Capital275 Hess Boulevard, Suite 202 · Lancaster, PA 17601 · (844) 970-4055 · Flat / fixed feesCRD 305092 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedGardner Russo & Quinn LLC223 East Chestnut Street · Lancaster, PA 17602 · (717) 299-1385 · % of assets managedCRD 106114 · % of assets, Performance-based fees · $9.4 billion AUMSEC registeredNo commissions reportedHershey Financial Advisers, LLC120 North Pointe Blvd, Suite 300 · Lancaster, PA 17601 · (717) 295-8888 · Financial planningCRD 149907 · % of assets, Hourly charges, Fixed fees · $151.7 million AUMSEC registeredNo commissions reported
Life Stewardship Advisors24 B East Roseville Road · Lancaster, PA 17601 · (717) 560-2813 · Financial planningCRD 169299 · % of assets, Hourly charges, Fixed fees · $16.9 million AUMState registeredNo commissions reportedMangolds Investment Advisors INC.2938 Columbia Avenue, Suite 801 · Lancaster, PA 17603 · (717) 984-3017 · Financial planningCRD 307437 · % of assets, Hourly charges · $65.4 million AUMState registeredNo commissions reportedMillers Financial Group, LLC1801 Fruitville Pike, Suite 202 · Lancaster, PA 17601 · (717) 509-7154 · % of assets managedCRD 294323 · % of assets · $17.3 million AUMState registeredNo commissions reportedOdyssey Group Wealth Advisors22a East Roseville Road · Lancaster, PA 17601 · (717) 553-4722 · Financial planningCRD 336636 · % of assets · $420.9 million AUMSEC registeredNo commissions reportedOmicron Advisors, LLC300 Granite Run Drive, Suite 120 · Lancaster, PA 17601 · (302) 453-9662 · Financial planningCRD 165250 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPersonal Wealth Advisory, LLC630 Delp Road, Suite 100 · Lancaster, PA 17601 · (717) 735-1170 · Financial planningCRD 125259 · Hourly charges, Fixed feesState registeredNo commissions reportedPsi Capital Management147 North Shippen Street · Lancaster, PA 17602 · (717) 207-7123 · Financial planningCRD 117105 · % of assets, Hourly charges, Fixed fees · $384.8 million AUMSEC registeredNo commissions reportedRkl Private Wealth1800 Fruitville Pike · Lancaster, PA 17601 · (717) 399-1700 · Financial planningCRD 122693 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedRodgers & Associates2025 Lititz Pike · Lancaster, PA 17601 · (717) 560-3800 · Financial planningCRD 121700 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRowley Financial600j Eden Road, Suite 4 · Lancaster, PA 17601 · (717) 509-6060 · Financial planningCRD 326723 · % of assets, Hourly charges, Fixed fees · $97.9 million AUMState registeredNo commissions reportedSequinox Wealth Management, LLC941 Wheatland Ave., Suite 101 · Lancaster, PA 17603 · (717) 397-7957 · Financial planningCRD 335246 · % of assets, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedStahl Wealth Management, LLC911 State Street, Suite 214 · Lancaster, PA 17603 · (717) 222-7547 · Financial planningCRD 310827 · % of assets, Hourly charges, Other · $65.2 million AUMState registeredNo commissions reportedStrubel Investment Management, LLC1853 William Penn Way, Executive Offices Suite 1 · Lancaster, PA 17601 · (717) 293-1170 · Financial planningCRD 151455 · % of assets, Hourly charges · $55.2 million AUMState registeredNo commissions reportedVantus Wealth415 North Prince Street, Suite 200 · Lancaster, PA 17603 · (844) 682-6887 · Financial planningCRD 337216 · % of assets, Hourly charges, Fixed fees · $439.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Lancaster? 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.