Fiduciary advisors in Newtown, PA
15 registered advisers
Newtown is a Bucks County community where Philadelphia-area wealth and local business ownership create a family-focused advisory market, and 15 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 13 of the 15 registered practices, or about 87% of the local market. The directory below breaks down each firm's fee structure, client base, and regulatory standing.
46 PEAKS INVESTMENT ADVISORY GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$212M
Minimum--
Clients402
BRICK & KYLE ASSOCIATES INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$425M
Minimum--
Clients331
CROSSGATE WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$236M
Minimum--
Clients179
ETHOS CAPITAL MANAGEMENT, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$129M
Minimum--
Clients429
INNOVA WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$288M
Minimum--
Clients521
INSIGHT ADVISORS, LLC
Also Compensated via BrokerageTypical Fee--
AUM$786M
Minimum--
Clients2,487
JMAC ENTERPRISES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$919M
Minimum--
Clients1,141
JW NOVA WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$308M
Minimum--
Clients569
MAIN STREET FINANCIAL SOLUTIONS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients6,091
MIRAVAST ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients7
MOUNT LUCAS INDEX ADVISERS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$334M
Minimum--
Clients1
MOUNT LUCAS MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients13
PRECIDIAN FUNDS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$17M
Minimum--
Clients11
TOWERCREST CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$710M
Minimum$250,000
Clients1,668
VERICREST PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$113M
Minimum--
Clients353