Fee-OnlyFinder

Advisers in York, PA

5 advisers in York — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Collective Family Office, LLC235 St. Charles Way, Suite 200 · York, PA 17402 · (717) 893-5055 · % of assets managedCRD 301274 · % of assets · $533.4 million AUMSEC registeredNo commissions reportedIntegrated Wealth Solutions, LLC2651 Carnegie Road · York, PA 17402 · (717) 313-2220 · Financial planningCRD 334422 · % of assets, Fixed fees · $114.0 million AUMSEC registeredNo commissions reportedJohnson & White Wealth Management LLC224 St. Charles Way, Suite 200 · York, PA 17402 · (717) 430-0001 · Financial planningCRD 169795 · % of assets, Hourly charges, Fixed fees · $484.6 million AUMSEC registeredNo commissions reportedMacro Advisors, INC.526 Greenbriar Road · York, PA 17404 · (717) 764-4566 · Financial planningCRD 118832 · % of assets, Hourly charges · $370.9 million AUMSEC registeredNo commissions reportedWellington Adams Investment Advisory, LLC7 Rathton Rd · York, PA 17403 · (855) 793-2409 · % of assets managedCRD 286055 · % of assets · $67.6 million AUMState registeredNo commissions reported
Talking to advisers in York? 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.