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RTD Financial Advisors Inc.

Philadelphia, Pennsylvania

Fee-only

RTD Financial Advisors Inc. at a glance

  • One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
  • 20 advisors are listed here; 16 of 20 hold the CFP.
  • Its Form ADV reports 39 employees and 719 individual clients, 494 of them high net worth.
  • Its average account is about $881,000 (assets it manages divided by its 3,093 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Based inPhiladelphia, Pennsylvania
Websitertdfinancial.com
Email[email protected]
Phone(215) 557-3800

Questions about RTD Financial Advisors Inc.

How many advisors does RTD Financial Advisors Inc. have in the Wellspent public graph?

The Wellspent public graph lists 20 advisors at RTD Financial Advisors Inc., and 16 hold the CFP.

What is the average account at RTD Financial Advisors Inc.?

RTD Financial Advisors Inc.'s average account is about $881,000. That's the assets on its Form ADV divided by its 3,093 accounts.

RTD Financial Advisors Inc. fees

RTD Financial Advisors Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$2.7 billion
Individual clients225
High-net-worth clients494
Accounts managed3,093
Employees39
Planning clientsMore than 500
Registered withThe SEC (801-19015)
Financial planningOffered
Form ADV filedFebruary 26, 2026
SEC recordCRD 110744

Advisors at this firm (20)

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