Best Financial Advisors in KENNETT SQUARE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$244M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in KENNETT SQUARE
#1
100
LEGACY SOLUTIONS, LLC
KENNETT SQUARE, PA · Since 2023
$244M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
HOLOS INTEGRATED WEALTH
KENNETT SQUARE, PA · Since 2024
$233M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
UNION SQUARE CAPITAL PARTNERS, LLC
KENNETT SQUARE, PA · Since 2017
$189M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
BRANDYWINE OAK PRIVATE WEALTH LLC
KENNETT SQUARE, PA · Since 2018
$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in KENNETT SQUARE?
The median advisory fee in KENNETT SQUARE, PA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.