Fee-OnlyFinder

Advisers in Newtown Square, PA

7 advisers in Newtown Square — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Retirement plan consulting (4)

All advisers

Almanack Investment Partners3803 West Chester Pike, Suite 110 · Newtown Square, PA 19073 · (484) 580-2277 · Financial planningCRD 282428 · % of assets, Hourly charges, Fixed fees · $945.9 million AUMSEC registeredNo commissions reportedAlpha ArchitectSuite 150, 3803 West Chester Pike · Newtown Square, PA 19073 · (215) 882-9983 · Flat / fixed feesCRD 153905 · % of assets, Fixed fees · $13.5 billion AUMSEC registeredNo commissions reportedEtf Architect3803 West Chester Pike, Suite 150 · Newtown Square, PA 19073 · (215) 330-4476 · Flat / fixed feesCRD 171412 · % of assets, Fixed fees · $29.7 billion AUMSEC registeredNo commissions reportedLogan Capital Management, INC.3817 West Chester Pike · Newtown Square, PA 19073 · (215) 569-1100 · Financial planningCRD 108893 · % of assets, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedLynch Investment Planning, LLC2 Campus Boulevard, Suite 106 · Newtown Square, PA 19073 · (484) 472-8956 · Financial planningCRD 115956 · % of assets, Fixed fees · $143.3 million AUMSEC registeredNo commissions reportedMc2 Financial Advisers, INC.8 Smedley Lane · Newtown Square, PA 19073 · (610) 353-7777 · Financial planningCRD 116309 · % of assets, Fixed fees · $66.1 million AUMState registeredNo commissions reportedNewsquare Capital, LLC16 Campus Boulevard, Suite 100 · Newtown Square, PA 19073 · (610) 325-6117 · Financial planningCRD 152430 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Newtown Square? 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.