Fee-OnlyFinder

Advisers in Yardley, PA

8 advisers in Yardley — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Flat / fixed fees (6)Retirement plan consulting (4)

All advisers

Aeternitas Investment Management, LLC85 S. Main St, Suite 203 · Yardley, PA 19067 · (267) 394-7872 · % of assets managedCRD 338936 · % of assets · $172.5 million AUMSEC registeredNo commissions reportedAttleboro Wealth Management LLC1051 Lindenhurst Road · Yardley, PA 19067 · (215) 310-9440 · Financial planningCRD 318056 · % of assets, Fixed fees · $129.3 million AUMSEC registeredNo commissions reportedCordatus Wealth Management LLC95 S. Main Street · Yardley, PA 19067 · (215) 579-5981 · Financial planningCRD 282871 · % of assets, Fixed fees · $630.4 million AUMSEC registeredNo commissions reportedCrossover Capital113b Floral Vale Blvd, #3 · Yardley, PA 19067 · (215) 396-5580 · Financial planningCRD 326625 · % of assets, Fixed fees, Performance-based fees · $179.5 million AUMSEC registeredNo commissions reportedPrometheus Capital Management Corp.30 S. Main Street · Yardley, PA 19067 · (215) 321-9312 · Financial planningCRD 121982 · % of assets, Hourly charges, Fixed fees · $397.8 million AUMSEC registeredNo commissions reportedThe Estate Planners Group37 S. Delaware Avenue, Suite 1 · Yardley, PA 19067 · (215) 321-4410 · Financial planningCRD 124418 · % of assets · $422.1 million AUMSEC registeredNo commissions reportedVentura Wealth Management820 Township Line Road, Suite 100 · Yardley, PA 19067 · (866) 899-0068 · Financial planningCRD 152301 · % of assets, Hourly charges, Fixed fees · $713.5 million AUMSEC registeredNo commissions reportedYardley Wealth Management LLC37 S. Main Street · Yardley, PA 19067 · (267) 573-1019 · Financial planningCRD 134311 · % of assets, Fixed fees · $231.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Yardley? 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.