Fee-OnlyFinder

Financial planning in Newtown, PA

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

All 13

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 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 reportedPw 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 reported
Thrift 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