Top Financial Advisors in Bala Cynwyd, PA

169 fee-only14 CFP certifiedMedian fee: 1.11% on $500K

Top Advisors in Bala Cynwyd

Median Advisor Fee

Bala Cynwyd1.11%
National1.15%
3% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only71.6%
Includes Commission28.4%

Top Credentials

CFP14 advisors
CFA1 advisors

Frequently Asked Questions

How much does a financial advisor cost in Bala Cynwyd?

The median advisory fee in Bala Cynwyd, PA is 1.11% of assets under management. This is 3% below the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Bala Cynwyd?

There are 169 fee-only financial advisors in Bala Cynwyd, PA, representing 71.6% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Bala Cynwyd financial advisor?

The most common professional designation among Bala Cynwyd advisors is the CFP (Certified Financial Planner), held by 14 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 236 Financial Advisors in Bala Cynwyd, PA (2026) | TrueAdvisor