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 Sales
Newtown, PennsylvaniaCRD #306902
Typical Fee--
AUM$212M
Minimum--
Clients402

BRICK & KYLE ASSOCIATES INC

Clean RecordAlso Compensated via Brokerage
Newtown, PennsylvaniaCRD #107771
Typical Fee--
AUM$425M
Minimum--
Clients331

CROSSGATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #121856
Typical Fee--
AUM$236M
Minimum--
Clients179

ETHOS CAPITAL MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #313145
Typical Fee--
AUM$129M
Minimum--
Clients429

INNOVA WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #168500
Typical Fee--
AUM$288M
Minimum--
Clients521

INSIGHT ADVISORS, LLC

Also Compensated via Brokerage
Newtown, PennsylvaniaCRD #168057
Typical Fee--
AUM$786M
Minimum--
Clients2,487

JMAC ENTERPRISES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #312710
Typical Fee--
AUM$919M
Minimum--
Clients1,141

JW NOVA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #333595
Typical Fee--
AUM$308M
Minimum--
Clients569

MAIN STREET FINANCIAL SOLUTIONS, LLC

Fee-OnlyAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #305834
Typical Fee--
AUM$2.5B
Minimum--
Clients6,091

MIRAVAST ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Newtown, PennsylvaniaCRD #168582
Typical Fee--
AUM$1.1B
Minimum--
Clients7

MOUNT LUCAS INDEX ADVISERS LLC

Fee-Only, No ConflictsClean Record
Newtown, PennsylvaniaCRD #310820
Typical Fee--
AUM$334M
Minimum--
Clients1

MOUNT LUCAS MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Newtown, PennsylvaniaCRD #108255
Typical Fee--
AUM$1.1B
Minimum--
Clients13

PRECIDIAN FUNDS LLC

Fee-Only, No ConflictsClean Record
Newtown, PennsylvaniaCRD #156974
Typical Fee--
AUM$17M
Minimum--
Clients11

TOWERCREST CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #152069
Typical Fee1.00%
AUM$710M
Minimum$250,000
Clients1,668

VERICREST PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #311111
Typical Fee--
AUM$113M
Minimum--
Clients353
Fiduciary Advisors in Newtown, Pennsylvania | FiduciaryListings