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Financial planning in York, PA

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

All 3

Integrated 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 reported