Fee-OnlyFinder

% of assets managed in State College, PA

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

All 6

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 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 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