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Financial planning in Newtown Square, PA

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

All 5

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 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