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

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

If you’re looking for qualified financial advisors in Wayne, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 26 non-vetted financial advisors in Wayne, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wayne, Pennsylvania have an average of 19 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 Wayne, 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

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

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

David Montemurro

Prudential

267-477-2040

Address

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

Diversified, LLC

302-765-3500

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 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

Edelman Financial Engines, LLC

877-208-7414

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087	147746	$128,834,812,996	77	A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
CONESTOGA CAPITAL ADVISORS, LLC Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120 Wayne, PA, 19087	111750	$8,756,199,619	247	A percentage of AUM, Fixed fees
HARVEST FUND ADVISORS LLC 100 West Lancaster Avenue, Second Floor Wayne, PA, 19087	154425	$6,281,000,000	244	A percentage of AUM, Performance Based
ARGOSY CAPITAL 900 West Valley Road, Suite 1000 Wayne, PA, 19087	160212	$3,372,318,250	45	A percentage of AUM, Performance Based
HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087	130373	$2,128,105,140	9	A percentage of AUM
KATHMERE CAPITAL MANAGEMENT, LLC 435 Devon Park Drive, Suite 715 Wayne, PA, 19087	305118	$1,840,009,459	2090	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
SR ONE CAPITAL MANAGEMENT, LP 985 Old Eagle School Road, Suite 511 Wayne, PA, 19087-1712	306361	$1,592,246,090	17	A percentage of AUM, Performance Based
RENOVUS ASSOCIATES, LLC 460 E. Swedesford Road,, Suite 2050 Wayne, PA, 19087	314528	$1,540,290,011	13	A percentage of AUM, Performance Based
INVERNESS GRAHAM INVESTMENTS, INC. 1275 Drummers Lane, Suite 300 Wayne, PA, 19087	157632	$1,310,751,851	23	A percentage of AUM, Performance Based
ALMANACK INVESTMENT PARTNERS 656 E Swedesford Road, Suite 301 Wayne, PA, 19087	282428	$802,193,139	2044	A percentage of AUM, Hourly charges, Fixed fees
RADNOR CAPITAL MANAGEMENT, LLC 38 West Avenue, Wayne, PA, 19087-4306	159559	$786,645,888	453	A percentage of AUM, Fixed fees
AXIOM ASSET MANAGEMENT 550 E Swedesford Rd, Suite 110 Wayne, PA, 19087	145186	$728,149,204	612	A percentage of AUM
ALDEN CAPITAL 37 West Ave, Suite 301 Wayne, PA, 19087	293551	$657,249,584	926	A percentage of AUM, Fixed fees
FORTIS ADVISORS, LLC 656 E. Swedesford Road, Suite 330 Wayne, PA, 19087	164498	$470,765,398	352	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
GUARDIAN CAPITAL PARTNERS 724 W. Lancaster Avenue Suite 120, Wayne, PA, 19087	321695	$464,319,682	5	A percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING AND TRANSACTION FEES)

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Find The Best Financial Advisors in Wayne, Pennsylvania

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

List of Qualified Financial Advisors in Wayne, Pennsylvania

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Blue Bell Private Wealth Management

Address

Prudential

Address

Address

Address

Costello Asset Management

Address

Integrated Financial Partners

Address

Address

Princeton Global

Address

Address

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

Select other cities around Wayne, 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 Wayne, Pennsylvania
Last Updated - 13-Jun-2023

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