Financial Advisors in Pennsylvania
Browse 606 financial advisors in Pennsylvania — page 8 of 13.
lountzis asset management, llc
wyomissing, PA
lovell minnick partners llc
radnor, PA
lubert-adler management company, l.p.
philadelphia, PA
lulu cheng meservey management, llc
philadelphia, PA
macdougall financial counseling
delmont, PA
macro advisors, inc.
york, PA
magnolia private wealth, llc
philadelphia, PA
maguire investments llc
king of prussia, PA
main advisory, inc.
canonsburg, PA
main street financial solutions, llc
newtown, PA
mainline investment advisers, llc
wynnewood, PA
malvern capital management
malvern, PA
marathon strategic advisors, llc
pittsburgh, PA
marion wealth management
monroeville, PA
market street wealth management
west chester, PA
marquette associates, inc.
west chester, PA
master's wealth management inc.
leola, PA
matterhorn capital advisors, llc
west conshohocken, PA
matthew 25 management corp
ambler, PA
matune basile advisors
hermitage, PA
mb, levis & associates,llc
center valley, PA
mcadam llc
radnor, PA
mcclarren financial advisors
state college, PA
mcgowan & co llp
bryn mawr, PA
mellon investments corporation
pittsburgh, PA
members wealth llc
media, PA
mereo capital partners, llc
conshohocken, PA
meridian wealth partners, llc
east norriton, PA
merion realty advisers, llc
wynnewood, PA
mfa wealth advisors, llc
pittsburgh, PA
mfg private wealth
canonsburg, PA
mighty oak strong america investment company
mechanicsburg, PA
milestone asset management, llc
pittsburgh, PA
milestone financial associates, llc
macungie, PA
mill creek capital advisors, llc
conshohocken, PA
miller investment management, lp
west conshohocken, PA
minerva advisors llc
bala cynwyd, PA
miravast asset management, llc
newtown, PA
missionog
philadelphia, PA
mitchell sinkler & starr
philadelphia, PA
mma asset management llc
conshohocken, PA
mor wealth management, llc
philadelphia, PA
moralis technologies, llc
pittsburgh, PA
morgan properties special situations ii llc
conshohocken, PA
morgan stanley aip gp lp
west conshohocken, PA
morton brown family wealth llc
allentown, PA
mount lucas index advisers llc
newtown, PA
mount lucas management lp
newtown, PA
Frequently Asked Questions
How much does a financial advisor cost in Pennsylvania?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.