Simon Lever

Name: Simon Lever
Address: 342 North Front Street, Wormleysburg, PA, 17043, wormleysburg, PA, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Wormleysburg, Pennsylvania · 1 of 2 financial advisors in the area

📍 342 North Front Street, Wormleysburg, PA, 17043

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📍 342 North Front Street, Wormleysburg, PA, 17043

About Simon Lever

Simon Lever is a financial advisor located in Wormleysburg, Pennsylvania. As a local financial advisor, they serve Wormleysburg and surrounding communities in Pennsylvania. Contact them through ProHorizon for a free quote.

Financial professionals in Wormleysburg 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 Wormleysburg

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Wormleysburg may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Wormleysburg

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Wormleysburg?

Financial Advisors in Wormleysburg 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 Wormleysburg?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Wormleysburg to choose from.

Does Simon Lever offer free quotes?

Contact Simon Lever directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Wormleysburg

STONEBRIDGE FINANCIAL GROUP, LLC

602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043