Fee-OnlyFinder

Advisers in Wexford, PA

14 advisers in Wexford — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (9)Flat / fixed fees (8)Retirement plan consulting (4)

All advisers

4th River Financial Group, INC.7500 Brooktree Rd, Suite 100 · Wexford, PA 15090 · (888) 261-8853 · Financial planningCRD 149058 · % of assets, Hourly charges · $66.6 million AUMState registeredNo commissions reportedAspire Wealth Architects150 N Meadows Drive, Suite 220 · Wexford, PA 15090 · (412) 879-0584 · Financial planningCRD 297090 · % of assets · $290.3 million AUMSEC registeredNo commissions reportedDrazga Wealth Advisors, LLC9500 Brooktree Road, Suite 302 · Wexford, PA 15090 · (724) 799-8759 · Financial planningCRD 151107 · % of assets, Hourly charges · $65.1 million AUMState registeredNo commissions reportedEamon Capital Management, LLC7500 Brooktree Road, Suite 100 · Wexford, PA 15090 · (412) 324-4006 · Financial planningCRD 309470 · % of assets, Hourly charges · $14.5 million AUMState registeredNo commissions reportedGibson Capital, LLC6600 Brooktree Court, Suite 2200 · Wexford, PA 15090 · (724) 934-3200 · Financial planningCRD 148836 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGridiron Partners, LLC101 Bradford Road, Suite 200 · Wexford, PA 15090 · (724) 759-7848 · Flat / fixed feesCRD 300920 · % of assets, Fixed fees, Performance-based fees · $285.8 million AUMSEC registeredNo commissions reportedGuardian Capital, LLC109 Vip Drive · Wexford, PA 15090 · (724) 934-3050 · Financial planningCRD 156015 · % of assets, Hourly charges, Fixed fees · $128.1 million AUMSEC registeredNo commissions reportedKey Wealth Management, INC.9500 Brooktree Road, Suite 102 · Wexford, PA 15090 · (724) 934-9196 · Financial planningCRD 313173 · % of assets · $48.6 million AUMState registeredNo commissions reportedKeystone Investment Advisors, LLC10521 Perry Highway, Suite 310 · Wexford, PA 15090 · (412) 217-6241 · Financial planningCRD 150622 · % of assets, Hourly charges, Fixed fees · $66.5 million AUMState registeredNo commissions reportedMuhlenkamp & CO INC5000 Stonewood Drive, Suite 300 · Wexford, PA 15090 · (724) 935-5520 · Financial planningCRD 110787 · % of assets, Hourly charges · $435.8 million AUMSEC registeredNo commissions reported
Success Wealth Management LLC11676 Perry Highway, Suite 1207 · Wexford, PA 15090 · (724) 934-8128 · Financial planningCRD 299094 · % of assets, Fixed fees · $110.5 million AUMSEC registeredNo commissions reportedThree Rivers Executive Consulting, LLC3000 Stonewood Dr, Suite 330 · Wexford, PA 15090 · (412) 293-4500 · Financial planningCRD 311549 · % of assets, Hourly charges, Fixed fees · $86.5 million AUMState registeredNo commissions reportedWexford Wealth Advisors LLC11676 Perry Highway, Suite 2103 · Wexford, PA 15090 · (724) 934-7700 · Financial planningCRD 288407 · % of assets, Hourly charges, Fixed fees · $68.9 million AUMState registeredNo commissions reportedYanni & Associates Investment Advisors, LLC2000 Corporate Drive, Suite 450 · Wexford, PA 15090 · (724) 940-0310 · Flat / fixed feesCRD 142913 · % of assets, Fixed fees · $172.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Wexford? 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.