Fee-OnlyFinder

Advisers in Paoli, PA

5 advisers in Paoli — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)

All advisers

Falco Wealth Management1500 E. Lancaster Ave., Suite 100 · Paoli, PA 19301 · (610) 640-5822 · Financial planningCRD 327977 · % of assets, Fixed fees · $32.1 million AUMState registeredNo commissions reportedHarvest Financial Partners159 Lancaster Avenue, Suite Three · Paoli, PA 19301 · (610) 240-4740 · Financial planningCRD 146162 · % of assets, Hourly charges, Fixed fees · $148.8 million AUMSEC registeredNo commissions reportedNortheast Advisers, INC.163 W. Lancaster Ave · Paoli, PA 19301 · (610) 240-7955 · Financial planningCRD 108835 · % of assets, Hourly charges, Fixed fees · $639.1 million AUMSEC registeredNo commissions reportedPaoli Financial Advisors, LTD.73 Chestnut Road · Paoli, PA 19301 · (610) 526-2790 · % of assets managedCRD 174361 · % of assets · $10.7 million AUMState registeredNo commissions reportedValen Private Capital, LLC.43 Leopard Rd, Suite 102 · Paoli, PA 19301 · (835) 262-8100 · Financial planningCRD 342364 · % of assets, Fixed fees · $482.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Paoli? 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.