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Financial Advisors

HOLOS INTEGRATED WEALTH, LLC

Financial Advisor serving Kennett Square, Pennsylvania · 1 of 6 financial advisors in the area

📍 224 EAST STREET RD., Kennett Square, Pennsylvania
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📍 224 EAST STREET RD., Kennett Square, Pennsylvania

About HOLOS INTEGRATED WEALTH, LLC

HOLOS INTEGRATED WEALTH, LLC is a financial advisor located in Kennett Square, Pennsylvania. As a local financial advisor, they serve Kennett Square and surrounding communities in Pennsylvania. Contact them through ProHorizon for a free quote.

Financial professionals in Kennett Square should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Pennsylvania securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Kennett Square

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Kennett Square may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Kennett Square

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Kennett Square?
Financial Advisors in Kennett Square typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Kennett Square?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Kennett Square to choose from.
Does HOLOS INTEGRATED WEALTH, LLC offer free quotes?
Contact HOLOS INTEGRATED WEALTH, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Kennett Square

CHATHAM INVESTMENT ADVISORS, LLC

235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348

LEGACY SOLUTIONS, LLC

206 N UNION ST, KENNETT SQUARE, PA 19348

HOLOS INTEGRATED WEALTH

224 EAST STREET RD., KENNETT SQUARE, PA 19348

UNION SQUARE CAPITAL PARTNERS, LLC

235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348

BRANDYWINE OAK PRIVATE WEALTH LLC

500 OLD FORGE LANE