Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Newtown, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Newtown is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Newtown & pick the one as per your needs

How To Find The Best Financial Advisors in Newtown, Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Newtown, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 16 non-vetted financial advisors in Newtown, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newtown, Pennsylvania have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Newtown, Pennsylvania

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 See Details

David Montemurro

Prudential

267-477-2040

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Chip Holston

LPL Financial

609-320-5144

Address

305 Fellowship Rd,
Suite 105,
Mount Laurel, NJ 08054 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Top Financial Advisor Firms in Newtown, Pennsylvania (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MAIN STREET FINANCIAL SOLUTIONS, LLC 503 E. Washington Avenue, Suite 1c Newtown, PA, 18940	305834	$1,770,646,602	5220	A percentage of AUM, Hourly charges, Fixed fees
MIRAVAST ASSET MANAGEMENT, LLC 405 South State St., 1st Floor Newtown, PA, 18940	168582	$1,173,288,395	8	A percentage of AUM, Fixed fees, Performance Based
MOUNT LUCAS MANAGEMENT LP 405 South State Street, Newtown, PA, 18940	108255	$1,144,600,000	15	A percentage of AUM, Performance Based
JMAC ENTERPRISES LLC 201 South State St, Suite 2a Newtown, PA, 18940	312710	$918,779,505	1141	A percentage of AUM, Fixed fees
INSIGHT ADVISORS, LLC 10 N. State Street, Newtown, PA, 18940	168057	$703,000,000	2398	A percentage of AUM, Hourly charges, Fixed fees
TOWERCREST CAPITAL MANAGEMENT, LLC 41 University Drive, Suite 400 Newtown, PA, 18940	152069	$633,019,384	1558	A percentage of AUM, Hourly charges
BRICK & KYLE ASSOCIATES INC 905 Mt Eyre Rd, Newtown, PA, 18940	107771	$397,730,336	342	A percentage of AUM
PWA FINANCIAL 503 E Washington Ave., Suite 1b Newtown, PA, 18940	165369	$267,948,771	1012	A percentage of AUM
MOUNT LUCAS INDEX ADVISERS LLC 405 South State Street, Newtown, PA, 18940	310820	$260,148,605	1	A percentage of AUM
CROSSGATE WEALTH ADVISORS, LLC 125 Pheasant Run, Suite 100 Newtown, PA, 18940	121856	$236,163,322	179	A percentage of AUM, Hourly charges, Fixed fees
INNOVA WEALTH PARTNERS, LLC 12 Terry Drive, Suite 203 Newtown, PA, 18940	168500	$228,175,527	1197	A percentage of AUM, Fixed fees
46 PEAKS INVESTMENT ADVISORY GROUP 760 Newtown Yardley Road, Suite 114 Newtown, PA, 18940	306902	$197,578,430	392	A percentage of AUM, Fixed fees
TWENTY ACRE CAPITAL LP 790 Newtown Yardley Road, Suite 425 Newtown, PA, 18940	306381	$180,708,760	5	A percentage of AUM, Performance Based
VERICREST PRIVATE WEALTH, LLC 41 University Drive, Suite 400 Newtown, PA, 18940	311111	$127,197,147	279	A percentage of AUM
PRECIDIAN FUNDS LLC 301 S State Street, Suite N002 Newtown, PA, 18940	156974	$3,500,000	3	A percentage of AUM

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Find The Best Financial Advisors in Newtown, Pennsylvania

How To Find The Best Financial Advisors in Newtown, PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Newtown, Pennsylvania

Costello Asset Management

Address

Prudential

Address

Solebury Investment Group, Llc.

Address

Princeton Global

Address

Integrated Financial Partners

Address

LPL Financial

Address

Address

Address

Palmerston Group Advisors, LLC

Address

Address

Address

Address

Bleakley Financial Group

Address

Address

Address

Top Financial Advisor Firms in Newtown, Pennsylvania (Ranked by AUM)

Select other cities around Newtown, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Newtown, Pennsylvania
Last Updated - 13-Jun-2023

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