Fiduciary advisors in Marlton, NJ
4 registered advisers
Individual investors in Marlton have access to 4 locally based, SEC-registered fiduciary advisors. 3 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.
CORA CAPITAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$588M
Minimum--
Clients1,755
FRIEDENTHAL FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$174M
Minimum--
Clients521
LAUREL OAK WEALTH MANAGEMENT, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$1.3B
Minimum--
Clients4,525
PINE VALLEY INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.2B
Minimum--
Clients5,152