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Find Top Financial Advisors in Newtown, Pennsylvania

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Newtown, Pennsylvania
Last Updated - 27-Jun-2022

Newtown has 15 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 22 non-vetted advisors in your local area. These financial advisors in Newtown, Pennsylvania have an average of 17 years of experience.

NOTE: The list of financial advisors in Newtown, Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Newtown, Pennsylvania.

Qualified Financial Advisors in Newtown, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Scavullo
SOLEBURY INVESTMENT GROUP, LLC.
5266 Bailey Ct.,
Doylestown, PA 18901
20+ Not Specified 50000 Fee-Based
Mike Weber
CFP®
BLUE BELL PRIVATE WEALTH MANAGEMENT
470 Norristown Road,
Suite #305,
Blue Bell, PA 19422
16 Not Specified Not Specified Fee-Only
Amanda Salyer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462
13 Not Specified Not Specified Fee-Based
Paul C. Koenig Jr.
CFP®, ChFC®, RFC®, CRPC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 $120,000,000 Not Specified Fee-Based
Nick Filippo
CFP®, CFA®
TOWER BRIDGE ADVISORS
101 West Elm Street, Suite 355,
Conshohocken, PA 19428
25 $1,800,000,000 $1,000,000 Fee-Only
Chris Werner
CFP®
EDELMAN FINANCIAL ENGINES, LLC
457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002
14 Not Specified Not Specified Fee-Based
Bobby Cremins
CFP®, CFA®, CKA®
METANOIA FINANCIAL
2400 Market Street,
Suite 200,
Philadelphia, PA 19103
21 Not Specified $1,000,000 Fee-Only
Peter Gellman
Law Degree and Ph.D.
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Not Specified $400,000 Fee-Based
Al Osgood, CFP®, MBA
CFP®
FINANCIAL FREEDOM LLC
5 Great Valley Parkway,
Suite 210,
Malvern, PA 19355
35 $325,000,000 $1,000,000 Fee-Only
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
17 Not Specified Not Specified Fee-Based
Kevin Shea
CFP®, CFA®
EDELMAN FINANCIAL ENGINES, LLC
51 JFK Parkway,
Short Hills, NJ 07078
5 Not Specified Not Specified Fee-Based
Sal Marino
CFP®, CMFC®, AWMA®
EDELMAN FINANCIAL ENGINES, LLC
328 Newman Springs Road,
Red Bank, NJ 07701
24 Not Specified Not Specified Fee-Based
Frank Lepore
Certified in Long-Term Care (CLTC)
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
18 Not Specified Not Specified Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Prince, NY 10012
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Newtown

Qualifications CRD# 2537103
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA
18901
Phone Number 215-794-3393

About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.


Qualifications CRD# 4970493
Firm CRD# 134184
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 470 Norristown Road,
Suite #305,
Blue Bell,
PA
19422
Phone Number 484-221-5408

With over 16 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5214607
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-679-4901

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5253413
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ
08054
Phone Number 856-291-0142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.


Qualifications CRD# 115700
Firm CRD# 115700

Compensation/Fee Fee-Only


Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA
19428
Phone Number 610-260-2222

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5214605
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number 856-452-6072

I'm passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4685581
Firm CRD# 152366

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2400 Market Street,
Suite 200,
Philadelphia,
PA
19103
Phone Number 267-858-6847

-I am a Christian, a husband, and a father, and these are the three titles I hold most dear

-I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER, and Certified Kingdom Advisor®

-I love people and numbers so I became a financial planner

-I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)

-I used to play "real" sports, but now that I'm older, I play pickleball :)

About Metanoia Financial

You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4716523
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number 732-248-5777

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 5 Great Valley Parkway,
Suite 210,
Malvern,
PA
19355
Phone Number 610-296-9500

Al Sr. is a Certified Financial Planner practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5692654
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 51 JFK Parkway,
Short Hills,
NJ
07078
Phone Number 862-206-7431

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2180944
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number 732-704-7213

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I've been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they've worked so hard to achieve. Outside of work, you'll find me spending time outdoors with my wife and children or exercising to stay healthy.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4695659
Series 6, 7, 65, 66

Compensation/Fee Fee-Only, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


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

Firm Name AUM No. of Clients Fee Structure
Main Street Financial Solutions, Llc
503 E. Washington Avenue , Suite 1c,
Newtown, PA 18940
$1,568,586,836 4455 A percentage of AUM
Hourly charges
Fixed fees
Miravast Asset Management, Llc
405 South State St. , 1st Floor,
Newtown, PA 18940
$821,720,708 5 A percentage of AUM
Fixed fees
Performance Based
Jmac Enterprises Llc
201 South State St , Suite 2a,
Newtown, PA 18940
$630,953,644 1034 A percentage of AUM
Fixed fees
Insight Advisors, Llc
10 N. State Street,
Newtown, PA 18940
$630,000,000 2116 A percentage of AUM
Hourly charges
Fixed fees
Towercrest Capital Management, Llc
41 University Drive , Suite 400,
Newtown, PA 18940
$606,770,591 1241 A percentage of AUM
Hourly charges
Cordatus Wealth Management Llc
10 North State St , 1st Floor,
Newtown, PA 18940
$418,696,183 815 A percentage of AUM
Fixed fees
Psc Manager Llc
41 University Drive , Suite 101,
Newtown, PA 18940
$353,029,181 19 A percentage of AUM
Performance Based
Brick & Kyle Associates Inc
905 Mt Eyre Rd,
Newtown, PA 18940
$316,743,918 387 A percentage of AUM
Pwa Financial
503 E Washington Ave. , Suite 1b,
Newtown, PA 18940
$217,061,423 855 A percentage of AUM
46 Peaks Investment Advisory Group
760 Newtown Yardley Road , Suite 114,
Newtown, PA 18940
$182,321,461 319 A percentage of AUM
Fixed fees
Twenty Acre Capital Lp
790 Newtown Yardley Road , Suite 425,
Newtown, PA 18940
$180,047,168 4 A percentage of AUM
Performance Based
Innova Wealth Partners, Llc
12 Terry Drive , Suite 203,
Newtown, PA 18940
$177,452,000 947 A percentage of AUM
Fixed fees
Tfg Wealth Management, Llc
642 Newtown-Yardley Road , Suite 115,
Newtown, PA 18940
$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
$121,149,333 108 A percentage of AUM
Women'S Wealth Boutique
660 Newtown Yardley Road , Suite 105,
Newtown, PA 18940
$0 0 A percentage of AUM

    List of Additional Advisors in Newtown, 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
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