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 Square, 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 Square is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Newtown Square & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Newtown Square, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 8 non-vetted financial advisors in Newtown Square, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newtown Square, 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 Square, Pennsylvania

Matthew Haraburda

Bernardo Wealth Planning

610-420-0224

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Sequoia Financial Group

888-225-3777

Address

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

Tower Bridge Advisors

610-260-2222

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

Diversified, LLC

302-765-3500

Address

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

David Montemurro

Prudential

267-477-2040

Address

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

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Jim Kilcommons

Princeton Global

609-945-1781

Address

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

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GRAHAM PARTNERS, INC. 3811 West Chester Pike, Building 2, Suite 200 Newtown Square, PA, 19073-2325	157049	$3,505,508,158	24	A percentage of AUM, Performance Based
LOGAN CAPITAL MANAGEMENT, INC. 3843 West Chester Pike, Suite 150 Newtown Square, PA, 19073	108893	$2,459,101,392	1730	A percentage of AUM, Fixed fees
EQUUS CAPITAL PARTNERS, LTD. Ellis Preserve, 3843 West Chester Pike Newtown Square, PA, 19073-2304	158719	$1,784,049,000	9	A percentage of AUM, Performance Based
NEWSQUARE CAPITAL, LLC 16 Campus Boulevard, Suite 100 Newtown Square, PA, 19073-3229	152430	$1,559,189,717	3636	A percentage of AUM, Fixed fees, Other (SEPARATE ACCOUNT MANAGER)
CONCENTUS WEALTH ADVISORS 3803 West Chester Pike, Suite 225 Newtown Square, PA, 19073	170052	$799,939,434	2337	A percentage of AUM, Hourly charges, Fixed fees
ARCHEAN CAPITAL PARTNERS II, L.L.C. 6022 West Chester Pike, Newtown Square, PA, 19073	294346	$527,831,000	3	A percentage of AUM, Performance Based, Other (REVENUE SHARE)
CAMBRIAN CAPITAL MANAGEMENT, L.L.C. 6022 West Chester Pike, Newtown Square, PA, 19073	324623	$331,534,003	3	A percentage of AUM, Performance Based, Other (REVENUE SHARE)
UP FINTECH ASSET MANAGEMENT 18 Campus Boulevard, Suite 100 Newtown Square, PA, 19073	285915	$3,080,191	7	A percentage of AUM

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Find The Best Financial Advisors in Newtown Square, Pennsylvania

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

List of Qualified Financial Advisors in Newtown Square, Pennsylvania

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Address

Prudential

Address

Integrated Financial Partners

Address

Address

Princeton Global

Address

Prudential

Address

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

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

Frequently Asked Questions

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

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