National Retirement Planning Experts

National Coverage
Local Professionals

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 - 24-Jan-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 11 vetted financial advisors and 24 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 18 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

advisor-photo

Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501

Newtown, PA 18940

267-429-4508

advisor-photo

Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

advisor-photo

Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054

856-291-0142

advisor-photo

Nathan Spohn

Spohn Partners

923 Haddonfield Road
Suite 300

Cherry Hill, NJ 08002

856-324-5894

advisor-photo

Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

advisor-photo

Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

advisor-photo

Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

advisor-photo

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

advisor-photo

Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

advisor-photo

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

dummy-image

Personal Capital

Personal Capital

---

Prince, NY 10012

650-556-1310

Top Financial Advisor Firms in 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 $1,568,586,836 4455 A percentage of AUM
Hourly charges
Fixed fees
MOUNT LUCAS MANAGEMENT LP
405 South State Street, Newtown, PA 18940
108255 $1,288,800,000 19 A percentage of AUM
Performance Based
MIRAVAST ASSET MANAGEMENT, LLC
405 South State St., 1st Floor Newtown, PA 18940
168582 $821,720,708 5 A percentage of AUM
Fixed fees
Performance Based
JMAC ENTERPRISES LLC
201 South State St, Suite 2a Newtown, PA 18940
312710 $630,953,644 1034 A percentage of AUM
Fixed fees
INSIGHT ADVISORS, LLC
10 N. State Street, Newtown, PA 18940
168057 $630,000,000 2116 A percentage of AUM
Hourly charges
Fixed fees
TOWERCREST CAPITAL MANAGEMENT, LLC
41 University Drive, Suite 400 Newtown, PA 18940
152069 $606,770,591 1241 A percentage of AUM
Hourly charges
CORDATUS WEALTH MANAGEMENT LLC
10 North State St, 1st Floor Newtown, PA 18940
282871 $418,696,183 815 A percentage of AUM
Fixed fees
BRICK & KYLE ASSOCIATES INC
905 Mt Eyre Rd, Newtown, PA 18940
107771 $376,743,918 424 A percentage of AUM
PWA FINANCIAL
503 E Washington Ave., Suite 1b Newtown, PA 18940
165369 $217,061,423 855 A percentage of AUM
46 PEAKS INVESTMENT ADVISORY GROUP
760 Newtown Yardley Road, Suite 114 Newtown, PA 18940
306902 $182,321,461 319 A percentage of AUM
Fixed fees
TWENTY ACRE CAPITAL LP
790 Newtown Yardley Road, Suite 425 Newtown, PA 18940
306381 $180,047,168 4 A percentage of AUM
Performance Based
INNOVA WEALTH PARTNERS, LLC
12 Terry Drive, Suite 203 Newtown, PA 18940
168500 $177,452,000 947 A percentage of AUM
Fixed fees
TFG WEALTH MANAGEMENT, LLC
538 Durham Road, Newtown, PA 18940
148025 $152,470,050 647 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SOLICITOR'S FEES)
VERICREST PRIVATE WEALTH, LLC
41 University Drive, Suite 400 Newtown, PA 18940
311111 $121,149,333 108 A percentage of AUM
PRECIDIAN FUNDS LLC
301 S State Street, Suite N002 Newtown, PA 18940
156974 $10 1 A percentage of AUM

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
The Capital Legacy, LLC
Inquire with Capital
780 Newtown-Yardley Road, Suite 310 Newtown, PA 18940 215-860-8400
Orihel Wealth Management
Inquire with Orihel
255 South State Street, Newtown, PA 18940 267-297-0357
The Kirwan Companies, Ltd.
Inquire with Kirwan
11 Penns Trail, Suite 600 Newtown, PA 18940 215-497-9777
Innova Wealth Partners
Inquire with Innova
12 Terry Dr, #203 Newtown, PA 18940 888-270-1574
Matthew Fischman at CrossCountry Mortgage, LLC
Inquire with Matthew
330 S. State St., Offices 5 & 6, Offices 5 & 6 Newtown, PA 18940 610-222-5449
Allied Financial Advisors, LLC
Inquire with Allied
3 Terry Dr, Suite 201A Newtown, PA 18940 215-874-6422
Allstate Personal Financial Representative: Chris Horan
Inquire with Allstate
130 S State St, Newtown, PA 18940 215-579-0700
Haddon Planning Group
Inquire with Haddon
11 Penns Trail, Suite 600 Newtown, PA 18940 856-428-5300
Martha Harding
Inquire with Martha
411 South State Street, 2nd Floor Newtown, PA 18940 215-579-6006
Newtown, PA Branch Office
Inquire with Newtown,
Stocking Works, 411 South State Street Newtown, PA 18940 215-579-4500

Frequently Asked Questions

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 I 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors