Top Financial Advisors in Exton, PA

119 fee-only43 CFP certifiedMedian fee: 1.07% on $500K

Top Advisors in Exton

Median Advisor Fee

Exton1.07%
National1.15%
7% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only58.6%
Includes Commission41.4%

Top Credentials

CFP43 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Exton?

The median advisory fee in Exton, PA is 1.07% of assets under management. This is 7% 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 Exton?

There are 119 fee-only financial advisors in Exton, PA, representing 58.6% 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 Exton financial advisor?

The most common professional designation among Exton advisors is the CFP (Certified Financial Planner), held by 43 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 203 Financial Advisors in Exton, PA (2026) | TrueAdvisor