Fiduciary advisors in Erie, PA

6 registered advisers

Erie is one of several Pennsylvania cities with a measurable fiduciary advisory presence. Local investors can choose from 6 SEC-registered fiduciary advisors, 6 of which are fee-only.

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #146448
Typical Fee--
AUM$387M
Minimum--
Clients208

ELITE LIFE MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #310917
Typical Fee--
AUM$147M
Minimum--
Clients279

HBKS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #112139
Typical Fee2.75%
AUM$7.7B
Minimum--
Clients21,190

PARK SHORE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #145265
Typical Fee0.25%
AUM$110M
Minimum--
Clients5

ROBBINS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #106088
Typical Fee--
AUM$221M
Minimum--
Clients372

WEDGEWOOD INVESTORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #104834
Typical Fee--
AUM$201M
Minimum--
Clients265
Fiduciary Advisors in Erie, Pennsylvania | FiduciaryListings