Fee-OnlyFinder

% of assets managed in Sewickley, PA

9 advisers in Sewickley offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 9

Aufman Associates INC2200 Georgetown Drive, Suite 401 · Sewickley, PA 15143 · (724) 934-5600 · Financial planningCRD 104622 · % of assets, Fixed fees · $971.5 million AUMSEC registeredNo commissions reportedBill Few Associates, INC.2100 Georgetown Drive, Suite 600 · Sewickley, PA 15143 · (412) 630-6000 · Financial planningCRD 133561 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedFragasso Financial Advisors2200 Georgetown Drive, Suite 302 · Sewickley, PA 15143 · (412) 227-3200 · Financial planningCRD 123255 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedJms Capital Group Wealth Services, LLC417 Thorn Street, Suite 300 · Sewickley, PA 15143 · (412) 415-1177 · Financial planningCRD 281325 · % of assets, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedNav Wealth Partners409 Broad Street Ste. 130 · Sewickley, PA 15143 · (412) 693-9050 · Financial planningCRD 332638 · % of assets, Fixed fees · $37.9 million AUMState registeredNo commissions reportedRoble, Belko and Company, INC.1603 Carmody Court, Suite 401 · Sewickley, PA 15143 · (724) 935-4990 · Financial planningCRD 123286 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedSchenley Capital, INC428 Walnut Street · Sewickley, PA 15143 · (412) 445-9956 · Financial planningCRD 133415 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMState registeredNo commissions reportedSewickley Financial LLC415 Beaver Street, Suite 205 · Sewickley, PA 15143 · (414) 688-6733 · Financial planningCRD 172459 · % of assets, Hourly charges · $12.9 million AUMState registeredNo commissions reportedVam Group, LLC2200 Georgetown Drive, Suite 301 · Sewickley, PA 15143 · (724) 940-5400 · % of assets managedCRD 323226 · % of assets · $66.1 million AUMState registeredNo commissions reported