Fee-OnlyFinder

Financial planning in Wyomissing, PA

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

All 5

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 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 reported