Fee-OnlyFinder

Advisers in State College, PA

8 advisers in State College — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (6)% of assets managed (6)Retirement plan consulting (3)

All advisers

Abundance Wealth Counselors, LLC232 Regent Court · State College, PA 16801 · (814) 861-3810 · Financial planningCRD 111740 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedInvested Advisors366 Walker Drive, Suite 370 · State College, PA 16801 · (814) 235-2703 · Financial planningCRD 311243 · % of assets, Hourly charges, Fixed fees · $268.3 million AUMSEC registeredNo commissions reportedMcCann Wealth Strategies,inc.1040 Benner Pike, Suite 1 · State College, PA 16801 · (814) 237-0841 · Financial planningCRD 155646 · % of assets, Hourly charges, Fixed fees · $26.3 million AUMState registeredNo commissions reportedMcClarren Financial Advisors270 Walker Drive, #200 · State College, PA 16801 · (814) 235-1940 · Financial planningCRD 122147 · Hourly charges, Fixed fees · $453.0 million AUMSEC registeredNo commissions reportedNestlerode & Loy, INC.110 Regent Court, Suite 202 · State College, PA 16801 · (814) 238-6249 · Financial planningCRD 2907 · % of assets, Hourly charges · $199.1 million AUMSEC registeredNo commissions reportedPhelps Financial Advisors925 W College Ave · State College, PA 16801 · (814) 380-0651 · Financial planningCRD 158682 · Hourly charges, Fixed feesState registeredNo commissions reportedTlc Group Investment Advisors, LLC270 Walker Drive, Suite 201 · State College, PA 16801 · (814) 231-2265 · % of assets managedCRD 137814 · % of assets · $168.4 million AUMSEC registeredNo commissions reportedVicus Capital, INC.476 Rolling Ridge Drive, Suite 315 · State College, PA 16801 · (855) 558-4287 · Financial planningCRD 116021 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in State College? 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.