Fee-OnlyFinder

Advisers in Mechanicsburg, PA

6 advisers in Mechanicsburg — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (4)

All advisers

Avantra Family Wealth, INC.100 Sterling Parkway, Suite 107 · Mechanicsburg, PA 17050 · (717) 276-1501 · Financial planningCRD 288209 · % of assets, Hourly charges, Fixed fees · $221.6 million AUMSEC registeredNo commissions reportedGuardian Asset Advisors, LLC5000 Ritter Rd, Suite 202 · Mechanicsburg, PA 17055 · (717) 691-3003 · Financial planningCRD 144958 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reportedIfs Group1205 Manor Drive, Ste 200 · Mechanicsburg, PA 17055 · (717) 766-1144 · Financial planningCRD 328774 · % of assets, Hourly charges, Other · $240.0 million AUMSEC registeredNo commissions reportedLifeguide Financial Advisors, LLC400 W Main St. · Mechanicsburg, PA 17055 · (717) 796-1700 · Financial planningCRD 284842 · % of assets, Hourly charges, Fixed fees · $562.9 million AUMSEC registeredNo commissions reportedMighty Oak Strong America Investment Company940 Century Drive, Suite B · Mechanicsburg, PA 17055 · (717) 790-9001 · Financial planningCRD 123322 · % of assets, Hourly charges · $398.4 million AUMSEC registeredNo commissions reportedStout Wealth Advisory Group, LLC555 Gettysburg Pike, Suite C-100 · Mechanicsburg, PA 17055 · (717) 761-2040 · Financial planningCRD 130631 · % of assets, Fixed fees · $38.1 million AUMState registeredNo commissions reported
Talking to advisers in Mechanicsburg? 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.