Fee-OnlyFinder

Advisers in West Chester, PA

12 advisers in West Chester — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (8)Flat / fixed fees (10)% of assets managed (10)Retirement plan consulting (7)

All advisers

Ballast Financial Advisors, LLC535 N. Church St., Suite 205 · West Chester, PA 19380 · (484) 266-7281 · Financial planningCRD 304430 · % of assets, Hourly charges, Fixed fees · $342.6 million AUMSEC registeredNo commissions reportedFinancial Coach940 E. Boot Rd., Suite 101 · West Chester, PA 19380 · (484) 887-0452 · Financial planningCRD 170478 · % of assets, Hourly charges, Fixed fees · $397.3 million AUMSEC registeredNo commissions reportedHibernia Strategies INC.535 North Church Street, Suite 155 · West Chester, PA 19380 · (610) 679-9197CRD 330420 · Performance-based fees, Other · $2.3 million AUMState registeredNo commissions reportedMarket Street Wealth Management999 West Chester Pike, Suite 202 · West Chester, PA 19382 · (610) 692-3200 · Financial planningCRD 155157 · % of assets, Hourly charges, Fixed fees · $837.0 million AUMSEC registeredNo commissions reportedMarquette Associates, INC.600 Willowbrook Lane, Suite 610 · West Chester, PA 19382 · (610) 719-0300 · Hourly feesCRD 118655 · % of assets, Hourly charges, Fixed fees · $315.7 million AUMSEC registeredNo commissions reportedMerit Investment Management2 W Market Street, Suite 100 · West Chester, PA 19382 · (484) 473-8413 · % of assets managedCRD 149663 · % of assets · $22.4 million AUMState registeredNo commissions reportedOld Security Group1475 Phoenixville Pike, Suite 103 · West Chester, PA 19380 · (610) 719-3003 · Financial planningCRD 163125 · % of assets, Hourly charges, Fixed fees · $56.1 million AUMState registeredNo commissions reportedStonecrop Wealth Advisors, LLC2 West Market Street, Suite 200 · West Chester, PA 19382 · (610) 628-0035 · Financial planningCRD 306486 · % of assets, Fixed fees · $299.5 million AUMSEC registeredNo commissions reportedVeery Capital, LLC24 W Market Street · West Chester, PA 19382 · (302) 660-3350 · Financial planningCRD 298465 · % of assets, Hourly charges, Fixed fees · $971.4 million AUMSEC registeredNo commissions reportedWealthcare Advisory Partners LLC1065 Andrew Drive · West Chester, PA 19380 · (804) 644-4711 · Financial planningCRD 171976 · % of assets, Hourly charges, Fixed fees · $8.3 billion AUMSEC registeredNo commissions reported
Wealthcare Capital Partners, LLC1065 Andrew Drive · West Chester, PA 19380 · (804) 644-4711 · Financial planningCRD 330300 · % of assets, Hourly charges, Fixed fees · $407.4 million AUMSEC registeredNo commissions reportedWedmont Private Capital26 South Church Street, Suite 1a · West Chester, PA 19382 · (610) 885-8200 · Financial planningCRD 305815 · Fixed fees · $3.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in West Chester? 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.