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Financial planning in Wayne, PA

10 advisers in Wayne offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

Addis & Hill, Incorporated200 W. Lancaster Ave, Suite 203 · Wayne, PA 19087 · (610) 688-9500 · Financial planningCRD 117495 · % of assets, Fixed fees · $254.0 million AUMSEC registeredNo commissions reportedAlden Investment Group37 West Avenue, Suite 301 · Wayne, PA 19087 · (215) 572-8700 · Financial planningCRD 317077 · % of assets, Fixed fees · $385.7 million AUMSEC registeredNo commissions reportedAurdan Capital Management, LLC1550 Liberty Ridge Drive, Suite 280 · Wayne, PA 19087 · (484) 254-1935 · Financial planningCRD 330304 · % of assets, Fixed fees · $526.2 million AUMSEC registeredNo commissions reportedAxiom Asset Management550 E Swedesford Rd, Suite 110 · Wayne, PA 19087 · (610) 688-0050 · Financial planningCRD 145186 · % of assets · $899.6 million AUMSEC registeredNo commissions reportedClovelly Wealth175 Strafford Ave, Suite One #218 · Wayne, PA 19087 · (610) 687-7756 · Financial planningCRD 323690 · % of assets, Fixed fees · $12.0 million AUMState registeredNo commissions reportedEntrust Financial LLC487 Devon Park Drive, Suite 216 · Wayne, PA 19087 · (610) 687-3515 · Financial planningCRD 174694 · % of assets, Hourly charges · $350.9 million AUMSEC registeredNo commissions reportedFortis Advisors, LLC656 E. Swedesford Road, Suite 330 · Wayne, PA 19087 · (610) 313-0910 · Financial planningCRD 164498 · % of assets, Hourly charges, Fixed fees · $584.3 million AUMSEC registeredNo commissions reportedKathmere Capital Management, LLC993 Old Eagle School Road, Suite 405 · Wayne, PA 19087 · (610) 989-3900 · Financial planningCRD 305118 · % of assets, Fixed fees, Performance-based fees · $3.5 billion AUMSEC registeredNo commissions reportedProper Financial, LLC744 W Lancaster Avenue, Suite 220 · Wayne, PA 19087 · (484) 580-2118 · Financial planningCRD 329499 · % of assets, Fixed fees · $65.0 million AUMState registeredNo commissions reportedWick Capital Partners, LLC150 N. Radnor Chester Road, Suite A225 · Wayne, PA 19087 · (215) 302-3535 · Financial planningCRD 299194 · % of assets, Fixed fees · $929.7 million AUMSEC registeredNo commissions reported