{ "path": "/advisors/pa/flat-fee", "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/3", "page_type": "state_fee", "title": "Flat-fee financial advisors in Pennsylvania", "filters": {}, "scope_total": 620, "faq": [ { "q": "How many financial advisory firms are there in Pennsylvania?", "a": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, from Form ADV filings as of October 2026: 568 SEC-registered, 543 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Pennsylvania?", "a": "405 of the 1,211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Pennsylvania offer financial planning?", "a": "716 of the 1,111 firms in Pennsylvania that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Pennsylvania fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 405 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 620 investment advisory firms with a principal office in Pennsylvania that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Pennsylvania: 620 firms from Form ADV filings as of October 2026.", "total_firms": 620, "page": 3, "total_pages": 13, "sort": "name", "registration_types": { "sec": 315, "state": 305, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 236 }, { "code": "percentage_of_aum", "count": 541 }, { "code": "hourly", "count": 354 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 620 }, { "code": "commissions", "count": 16 }, { "code": "performance_based", "count": 47 }, { "code": "other", "count": 71 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 223 }, { "code": "5_to_9", "count": 145 }, { "code": "10_to_19", "count": 140 }, { "code": "20_plus", "count": 112 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 145 }, { "code": "25m_100m", "count": 94 }, { "code": "100m_500m", "count": 145 }, { "code": "500m_1b", "count": 57 }, { "code": "1b_5b", "count": 71 }, { "code": "over_5b", "count": 39 }, { "code": "not_reported", "count": 69 } ], "firms": [ { "crd_number": 311275, "name": "CGI Plan Advisors, Inc.", "name_as_filed": "CGI PLAN ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275", "city": "Frazer", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311273, "name": "CGI Wealth Advisors, Inc.", "name_as_filed": "CGI WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273", "city": "Frazer", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304159, "name": "Chadds Ford Wealth Partners, LLC", "name_as_filed": "CHADDS FORD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159", "city": "Chadds Ford", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159563, "name": "Chancellor Financial Group WB LP", "name_as_filed": "CHANCELLOR FINANCIAL GROUP WB LP", "url": "https://advisorcensus.com/firm/chancellor-financial-group-wb-lp-wilkes-barre-pa-159563", "city": "Wilkes-Barre", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116517, "name": "Chartered Advisory Group", "name_as_filed": "CHARTERED ADVISORY GROUP", "url": "https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170335, "name": "Chartwell Investment Partners, LLC", "name_as_filed": "CHARTWELL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335", "city": "Berwyn", "state": "PA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309741, "name": "Chestnut Street Investment Counsel, LLC", "name_as_filed": "CHESTNUT STREET INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/chestnut-street-investment-counsel-llc-lancaster-pa-309741", "city": "Lancaster", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121202, "name": "Christine Messmer, P.C.", "name_as_filed": "CHRISTINE MESSMER, P.C.", "url": "https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202", "city": "Collegeville", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147356, "name": "Christman Financial Advisors LLC", "name_as_filed": "CHRISTMAN FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/christman-financial-advisors-llc-147356", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330703, "name": "CJ Perry Financial", "name_as_filed": "CJ PERRY FINANCIAL", "url": "https://advisorcensus.com/firm/cj-perry-financial-330703", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172209, "name": "Clear Capital Management LP", "name_as_filed": "CLEAR CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209", "city": "Doylestown", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 325102, "name": "Clearstream Planning, LLC", "name_as_filed": "CLEARSTREAM PLANNING, LLC", "url": "https://advisorcensus.com/firm/clearstream-planning-llc-325102", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286168, "name": "Clearview Financial Partners", "name_as_filed": "CLEARVIEW FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168", "city": "Radnor", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304473, "name": "Clearview Portfolio Consulting LLC", "name_as_filed": "CLEARVIEW PORTFOLIO CONSULTING LLC", "url": "https://advisorcensus.com/firm/clearview-portfolio-consulting-llc-304473", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323690, "name": "Clovelly Wealth", "name_as_filed": "CLOVELLY WEALTH", "url": "https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690", "city": "Wayne", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106292, "name": "Commonwealth Investment Management", "name_as_filed": "COMMONWEALTH INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/commonwealth-investment-management-pittsburgh-pa-106292", "city": "Pittsburgh", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166418, "name": "Compass Ion Advisors, LLC", "name_as_filed": "COMPASS ION ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418", "city": "Conshohocken", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289316, "name": "Comprehensive Advisors, LLC", "name_as_filed": "COMPREHENSIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316", "city": "Lansdale", "state": "PA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121488, "name": "Comprehensive Financial Advisers", "name_as_filed": "COMPREHENSIVE FINANCIAL ADVISERS", "url": "https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488", "city": "Exton", "state": "PA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170052, "name": "Concentus Wealth Advisors", "name_as_filed": "CONCENTUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052", "city": "Newtown Square", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 111750, "name": "Conestoga Capital Advisors, LLC", "name_as_filed": "CONESTOGA CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750", "city": "Wayne", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311980, "name": "Confluence Financial Partners", "name_as_filed": "CONFLUENCE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/confluence-financial-partners-mcmurray-pa-311980", "city": "McMurray", "state": "PA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123560, "name": "Conrad Siegel Investment Advisors", "name_as_filed": "CONRAD SIEGEL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/conrad-siegel-investment-advisors-harrisburg-pa-123560", "city": "Harrisburg", "state": "PA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281132, "name": "Coombs Wealth Advisory, LLC", "name_as_filed": "COOMBS WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151496, "name": "Copper Beech Advisors, LLC", "name_as_filed": "COPPER BEECH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496", "city": "Malvern", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 282871, "name": "Cordatus Wealth Management LLC", "name_as_filed": "CORDATUS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871", "city": "Yardley", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289784, "name": "Corient SHC Partners (US) LP", "name_as_filed": "CORIENT SHC PARTNERS (US) LP", "url": "https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151225, "name": "Corient SHC Wealth Management (US) LP", "name_as_filed": "CORIENT SHC WEALTH MANAGEMENT (US) LP", "url": "https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225", "city": "Philadelphia", "state": "PA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 138638, "name": "Cornerstone Advisors Asset Management, LLC", "name_as_filed": "CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cornerstone-advisors-asset-management-llc-bethlehem-pa-138638", "city": "Bethlehem", "state": "PA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123249, "name": "Costello Asset Management, Inc.", "name_as_filed": "COSTELLO ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249", "city": "Feasterville", "state": "PA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332257, "name": "Courtside Wealth Partners LLC", "name_as_filed": "COURTSIDE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/courtside-wealth-partners-llc-332257", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119150, "name": "CPC Financial Planning, Inc", "name_as_filed": "CPC FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150", "city": "King of Prussia", "state": "PA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304376, "name": "Creative Capital Wealth Management Group", "name_as_filed": "CREATIVE CAPITAL WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376", "city": "Chester Springs", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 121856, "name": "Crossgate Wealth Advisors, LLC", "name_as_filed": "CROSSGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856", "city": "Newtown", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326625, "name": "Crossover Capital", "name_as_filed": "CROSSOVER CAPITAL", "url": "https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625", "city": "Yardley", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 314201, "name": "CWR Capital Management LLC", "name_as_filed": "CWR CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cwr-capital-management-llc-314201", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 188512, "name": "D.B. Root & Company, LLC", "name_as_filed": "D.B. ROOT & COMPANY, LLC", "url": "https://advisorcensus.com/firm/d-b-root-and-company-llc-pittsburgh-pa-188512", "city": "Pittsburgh", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170137, "name": "Deep Draft Consulting, LLC", "name_as_filed": "DEEP DRAFT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/deep-draft-consulting-llc-allentown-pa-170137", "city": "Allentown", "state": "PA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 309626, "name": "Defiant Capital Group", "name_as_filed": "DEFIANT CAPITAL GROUP", "url": "https://advisorcensus.com/firm/defiant-capital-group-warrendale-pa-309626", "city": "Warrendale", "state": "PA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 340286, "name": "Deluca Financial Planning", "name_as_filed": "DELUCA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/deluca-financial-planning-paoli-pa-340286", "city": "Paoli", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108232, "name": "Dewitt Capital Management", "name_as_filed": "DEWITT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232", "city": "Collegeville", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 123422, "name": "Digiorgio Capital Management, Inc.", "name_as_filed": "DIGIORGIO CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/digiorgio-capital-management-inc-white-oak-pa-123422", "city": "White Oak", "state": "PA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167854, "name": "Diversified Human Solutions", "name_as_filed": "DIVERSIFIED HUMAN SOLUTIONS", "url": "https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854", "city": "Philadelphia", "state": "PA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340885, "name": "DS Financial Strategies, LLC", "name_as_filed": "DS FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/ds-financial-strategies-llc-king-of-prussia-pa-340885", "city": "King of Prussia", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 334922, "name": "DST Sherpa", "name_as_filed": "DST SHERPA", "url": "https://advisorcensus.com/firm/dst-sherpa-ardmore-pa-334922", "city": "Ardmore", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157646, "name": "DT Investment Partners, LLC", "name_as_filed": "DT INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324659, "name": "Ducharme Wealth Advisors, LLC", "name_as_filed": "DUCHARME WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659", "city": "Jenkintown", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309454, "name": "Duncan Financial Planning Advisors", "name_as_filed": "DUNCAN FINANCIAL PLANNING ADVISORS", "url": "https://advisorcensus.com/firm/duncan-financial-planning-advisors-irwin-pa-309454", "city": "Irwin", "state": "PA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 341684, "name": "DVB Private Wealth", "name_as_filed": "DVB PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/dvb-private-wealth-harrisburg-pa-341684", "city": "Harrisburg", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165865, "name": "EAB Investment Group, LLC", "name_as_filed": "EAB INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865", "city": "Bala Cynwyd", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ 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