Fee-OnlyFinder

Advisers in Newtown, PA

14 advisers in Newtown — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (6)Flat / fixed fees (8)Retirement plan consulting (10)

All advisers

46 Peaks Investment Advisory Group760 Newtown Yardley Road, Suite 114 · Newtown, PA 18940 · (215) 497-8310 · Financial planningCRD 306902 · % of assets, Fixed fees · $272.1 million AUMSEC registeredNo commissions reportedBrick & Kyle Associates INC905 Mt Eyre Rd · Newtown, PA 18940 · (215) 493-8787 · Financial planningCRD 107771 · % of assets · $491.7 million AUMSEC registeredNo commissions reportedCrossgate Wealth Advisors, LLC125 Pheasant Run, Suite 100 · Newtown, PA 18940 · (215) 860-2234 · Financial planningCRD 121856 · % of assets, Hourly charges, Fixed fees · $271.9 million AUMSEC registeredNo commissions reportedEthos Capital Management, INC.626 South State Street · Newtown, PA 18940 · (215) 968-1820 · Financial planningCRD 313145 · % of assets, Hourly charges · $155.4 million AUMSEC registeredNo commissions reportedInnova Wealth Partners, LLC12 Terry Drive, Suite 203 · Newtown, PA 18940 · (888) 270-1574 · Financial planningCRD 168500 · % of assets, Fixed fees · $288.2 million AUMSEC registeredNo commissions reportedInsight Advisors, LLC10 N. State Street · Newtown, PA 18940 · (215) 550-6011 · Financial planningCRD 168057 · % of assets, Hourly charges, Fixed fees · $785.6 million AUMSEC registeredNo commissions reportedJmac Enterprises LLC201 South State St, Suite 2a · Newtown, PA 18940 · (267) 753-7066 · Financial planningCRD 312710 · % of assets, Fixed fees · $722.4 million AUMSEC registeredNo commissions reportedMain Street Financial Solutions, LLC104 Pheasant Run, Suite 103 · Newtown, PA 18940 · (215) 259-5021 · Financial planningCRD 305834 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedMount Lucas Management LP405 South State Street · Newtown, PA 18940 · (267) 759-3500 · % of assets managedCRD 108255 · % of assets, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedPaladin Retirement Advisors532 Durham Rd, Ste 101 · Newtown, PA 18940 · (215) 860-3101 · Financial planningCRD 333662 · % of assets, Fixed fees · $11.6 million AUMState registeredNo commissions reported
Pw Nova Financial Services LLC201 South State St., Suite 1a · Newtown, PA 18940 · (267) 753-7065 · Financial planningCRD 333595 · % of assets · $654.3 million AUMSEC registeredNo commissions reportedThrift Financial, INC.12 Penns Trail, Suite 104 · Newtown, PA 18940 · (215) 234-3074 · Financial planningCRD 314917 · % of assets, Hourly charges, Fixed fees · $42.0 million AUMState registeredNo commissions reportedTowercrest Capital Management, LLC41 University Drive, Suite 400 · Newtown, PA 18940 · (215) 809-2000 · Financial planningCRD 152069 · % of assets, Hourly charges · $717.6 million AUMSEC registeredNo commissions reportedVericrest Private Wealth, LLC41 University Drive, Suite 400 · Newtown, PA 18940 · (888) 902-6366 · Financial planningCRD 311111 · % of assets · $137.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Newtown? 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.