Fee-OnlyFinder

Advisers in Plymouth Meeting, PA

2 advisers in Plymouth Meeting — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Gwynedd Wealth Partners, LLC600 W. Germantown Pike, Suite 400 · Plymouth Meeting, PA 19462 · (610) 940-1707 · Financial planningCRD 165721 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedLegacy Advisors, LLC5 Apollo Road, Suite 100 · Plymouth Meeting, PA 19462 · (610) 943-3000 · Financial planningCRD 139830 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Plymouth Meeting? 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.