Fiduciary advisors in Yardley, PA
8 registered advisers
Yardley, Pennsylvania: 8 fiduciary advisors, 6 fee-only, all SEC-registered.
ATTLEBORO WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$113M
Minimum--
Clients544
CORDATUS WEALTH MANAGEMENT LLC
Also Compensated via BrokerageTypical Fee--
AUM$526M
Minimum--
Clients907
CROSSOVER CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients323
PROMETHEUS CAPITAL MANAGEMENT CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$248M
Minimum--
Clients678
PSC MANAGER LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$946M
Minimum--
Clients42
THE ESTATE PLANNERS GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$361M
Minimum--
Clients326
VENTURA WEALTH MANAGEMENT
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$600M
Minimum--
Clients1,512
YARDLEY WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$192M
Minimum--
Clients508