Fee-OnlyFinder

Advisers in Media, PA

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

Financial planning (8)Hourly fees (3)Flat / fixed fees (6)

All advisers

Bargeld Financial105 West Third Street · Media, PA 19063 · (610) 321-5756 · Financial planningCRD 327633 · % of assets, Hourly charges · $250,844 AUMState registeredNo commissions reportedFlagship Capital Management INC400 W State Street · Media, PA 19063 · (610) 565-9580 · Financial planningCRD 108354 · % of assets · $199.9 million AUMSEC registeredNo commissions reportedFoundation Wealth Management, LLC9 West Third Street · Media, PA 19063 · (610) 548-7170 · Financial planningCRD 168270 · % of assets, Fixed fees · $411.9 million AUMSEC registeredNo commissions reportedJourney 1 Advisors, LLC1400 N. Providence Rd., Suite 411 · Media, PA 19063 · (610) 751-2077 · % of assets managedCRD 323480 · % of assets · $50.9 million AUMState registeredNo commissions reportedMembers Wealth LLC1 South Olive Steet, Suite 1c · Media, PA 19063 · (267) 367-5453 · Financial planningCRD 323778 · % of assets, Fixed fees · $279.6 million AUMSEC registeredNo commissions reportedObrien Greene & CO INC218 W. State Street · Media, PA 19063 · (610) 891-7880 · Financial planningCRD 110281 · % of assets, Hourly charges, Fixed fees · $464.3 million AUMSEC registeredNo commissions reportedRose Valley Asset Management LLC230 N. Monroe Street, Suite 200 · Media, PA 19063 · (610) 544-0900 · Financial planningCRD 141671 · % of assets, Hourly charges, Fixed fees · $99.8 million AUMState registeredNo commissions reportedStone Pine Financial Partners200 E State Street, Ste 100 · Media, PA 19063 · (610) 565-9181 · Financial planningCRD 175287 · % of assets, Fixed fees · $256.8 million AUMSEC registeredNo commissions reportedWealthwise Advisors1100 North Providence Rd., Suite 100 · Media, PA 19063 · (610) 285-9883 · Financial planningCRD 158262 · % of assets, Fixed fees · $15.7 million AUMState registeredNo commissions reported
Talking to advisers in Media? 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.