Easton, PA Financial Advisors and Resources



Financial Advisor Firms in Easton, PA


IAM ADVISORY LLC

Website

(610) 258-3269

137 North Second Street

Easton, PA 18042

SEC#: 801-117991
Years in Business: 1 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(610) 500-5000

400 Northampton St
Suite 300
Easton, PA 18042

SEC#: 801-77918
Years in Business: 8 years


How Retirement-Friendly is Easton, PA?

  • Population: 27,122
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $124,200
  • Average Monthly Housing Cost: $1,057
  • Average Household Income: $69,338
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Easton, PA Financial Advisor FAQs

The best place to start is with referrals from friends or family members who have owned real estate in the area for at least five years. They'll know someone that doesn't try anything shady or that will take advantage of them financially when they need help most.
The typical fee for a comprehensive financial plan is around $1000-2000. Sometimes advisors charge by the hour or have any number of other arrangements based on their firm's structure.
You should ask the advisor to mention which are some examples of things they do, what are they specialized in it terms of investment products, which types of accounts do they deal with, how much money will you need to invest. After that you should still think about it and then call them back again before making the final decision.
There are two primary models for financial advisors to get paid. The first is a fee-based model, wherein the advisor charges a flat or hourly rate for their service. The second is commission-based pay models where Advisors receive compensation contingent upon product.