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Advisers in Wilkes-Barre, PA

2 advisers in Wilkes-Barre — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Berkshire Asset Management, LLC46 Public Square, Suite 700 · Wilkes-Barre, PA 18701 · (570) 825-2600 · Flat / fixed feesCRD 145463 · % of assets, Fixed fees, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedChancellor Financial Group Wb LP60 Public Square, Suite 600 · Wilkes-Barre, PA 18701 · (570) 822-4475 · Financial planningCRD 159563 · % of assets, Hourly charges, Fixed fees · $249.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Wilkes-Barre? 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.