Best Financial Advisors in KENNETT SQUARE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in KENNETT SQUARE
UNION SQUARE CAPITAL PARTNERS, LLC
KENNETT SQUARE, PA · Since 2017
LEGACY SOLUTIONS, LLC
KENNETT SQUARE, PA · Since 2023
HOLOS INTEGRATED WEALTH
KENNETT SQUARE, PA · Since 2024
BRANDYWINE OAK PRIVATE WEALTH LLC
KENNETT SQUARE, PA · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.