Fee-OnlyFinder

Financial planning in Media, PA

8 advisers in Media offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 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