Best Financial Planners in Norristown, PA

Looking for a financial planner in Norristown, PA? We track 6 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.

Top Financial Planners in Norristown

1

Foundation Capital Management LLC Unclaimed

2100 Swede Rd, Norristown, PA 19401, Norristown, PA
2

Lord and Kees Financial Systems Inc. Unclaimed

24 Evergreen Rd, Norristown, PA
3

Valley Forge Financial Services Inc Unclaimed

935 S Trooper Rd, Norristown, PA
4

I M WEALTH PARTNERS Unclaimed

9 LAWN AVE STE D, NORRISTOWN, PA
5

INFORMED FAMILY FINANCIAL SVC Unclaimed

2570 BOULEVARD OF THE GENERALS STE 223, NORRISTOWN, PA
6

Lifepoint Financial Services LLC Unclaimed

1102 DeKalb St, Norristown, PA 19401, Norristown, PA

How to choose a financial planner in Norristown

  • Prefer a fee-only fiduciary who must act in your interest.
  • Confirm CFP certification and a clean regulatory record.
  • Ask exactly how they're compensated.
  • Make sure their specialty matches your goals.

Typical financial planner costs in Norristown

In Norristown, PA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.

Frequently asked questions

How many financial planners are there in Norristown, PA?

1Network currently lists 6 financial planners in Norristown, PA. You can compare their reviews, contact details, and services on this page.

How much does a financial planner cost in Norristown?

Financial planners in Norristown, PA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.

What is a fiduciary financial planner?

A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Norristown to avoid commission conflicts.

How do I choose a financial planner in Norristown?

Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 6 financial planners in Norristown, PA.