Top Financial Advisors in Plymouth Meeting, PA

70 fee-only14 CFP certifiedMedian fee: 1.60% on $500K

Top Advisors in Plymouth Meeting

Median Advisor Fee

Plymouth Meeting1.60%
National1.25%
28% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only86.4%
Includes Commission13.6%

Top Credentials

CFP14 advisors
CFA6 advisors

Frequently Asked Questions

How much does a financial advisor cost in Plymouth Meeting?

The median advisory fee in Plymouth Meeting, PA is 1.60% of assets under management. This is 28% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Plymouth Meeting?

There are 70 fee-only financial advisors in Plymouth Meeting, PA, representing 86.4% 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 Plymouth Meeting financial advisor?

The most common professional designation among Plymouth Meeting 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 81 Financial Advisors in Plymouth Meeting, PA (2026) | TrueAdvisor