Winthrop Partners

Winthrop Partners at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.

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

Facts

Winthrop Partners fees

Winthrop Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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.

Advisors at this firm (1)

• R Brian Werner

  CFA · CFP