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Advisers in Wyomissing, PA

9 advisers in Wyomissing — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (3)

All advisers

Alliance Financial1105 Berkshire Blvd. Ste 120, · Wyomissing, PA 19610 · (610) 376-5981 · Financial planningCRD 319679 · % of assets, Hourly charges, Fixed fees · $271.8 million AUMSEC registeredNo commissions reportedAtlas Wealth Partners LLC2 Meridian Boulevard, First Floor · Wyomissing, PA 19610 · (610) 268-6807 · % of assets managedCRD 175219 · % of assets · $233.8 million AUMSEC registeredNo commissions reportedConnors Investor Services INC1210 Broadcasting Road, Suite 200 · Wyomissing, PA 19610 · (610) 376-7418 · % of assets managedCRD 106993 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedFinancial Planning Advisors INC.1122 Penn Avenue · Wyomissing, PA 19610 · (610) 376-6334 · Financial planningCRD 121691 · % of assets, Hourly charges, Fixed fees · $105.0 million AUMState registeredNo commissions reportedLountzis Asset Management, LLC60 Commerce Drive · Wyomissing, PA 19610 · (610) 375-2585 · Financial planningCRD 118923 · % of assets · $624.1 million AUMSEC registeredNo commissions reportedSchuylkill Financial, LLC1290 Broadcasting Rd · Wyomissing, PA 19610 · (610) 670-1656 · Financial planningCRD 143052 · % of assets, Hourly charges · $123.6 million AUMSEC registeredNo commissions reportedVan Reed Wealth Management LLC1122 Penn Avenue · Wyomissing, PA 19610 · (610) 376-6334 · Financial planningCRD 143439 · % of assets, Hourly charges, Fixed fees · $25.9 million AUMState registeredNo commissions reportedWalsky Investment Management INC2650 Westview Drive · Wyomissing, PA 19610 · (610) 670-6918 · % of assets managedCRD 106991 · % of assets · $130.2 million AUMSEC registeredNo commissions reportedWeik Capital Management18 Commerce Drive · Wyomissing, PA 19610 · (610) 376-2240 · % of assets managedCRD 107068 · % of assets · $334.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Wyomissing? 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.