Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
473 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter serves on the Board of Trustees and as the Treasurer for the Chester Springs Library. This activity is not investment-related.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Goldman Sachs Personal Financial Management
December 2016 - May 2022 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - December 2007 · 2 yrs 3 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.