Top financial advisors in Easton, PA
We’ve curated a list of the best financial advisors in Easton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$34,450,263
Number of advisors
4 advisors
| $34,450,263 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Easton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Easton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Valor Investments And Planning LLC
Valor Investments and Planning LLC, located in Easton, PA, is led by Thomas G. Rutherford, an experienced Investment Advisor Representative. With a background in economics and finance, including an MBA from the University of Pennsylvania, Rutherford has held various roles in portfolio management and consultancy since 1975. As the owner of Albemarle Capital Management, he charges a fee based on assets under management. Rutherford has a clean disciplinary record and is supervised by Thomas Blachek at Valor Investments and Planning. Rutherford does not receive compensation from non-clients beyond his advisory fees. Clients can find more information about him on the SEC's website. The firm ensures compliance with state regulations, with Rutherford having no history of bankruptcy or reportable disciplinary events. Clients can reach out to Jacob Millen for any queries regarding the firm's services.
$34,450,263 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Easton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Easton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.