Top Financial Advisors in Plymouth Meeting, PA

63 fee-only13 CFP certifiedMedian fee: 1.35% on $500K

Top Advisors in Plymouth Meeting

Median Advisor Fee

Plymouth Meeting1.35%
National1.15%
17% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only81.8%
Includes Commission18.2%

Top Credentials

CFP13 advisors
CFA5 advisors

Frequently Asked Questions

How much does a financial advisor cost in Plymouth Meeting?

The median advisory fee in Plymouth Meeting, PA is 1.35% of assets under management. This is 17% 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 63 fee-only financial advisors in Plymouth Meeting, PA, representing 81.8% 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 13 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 77 Financial Advisors in Plymouth Meeting, PA (2026) | TrueAdvisor