Advisor at Tower Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tower Wealth Partners
Location
Lewisburg, PA 17837
Credentials
Series 63, Series 65
Industry experience
33 years
Fixed fees negotiated for financial planning engagements
$0 - $249,999: 1.75% $250,000 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.25% $3,000,000 - $4,999,999: 1.00% $5,000,000+: 0.75%
Up to $300 per hour for financial planning services
Fee-only: Hourly fees up to $300/hour; fixed fees negotiated based on expected hours
J Alden Associates, Inc
2020 - 2025 (5 years)
Tower Wealth Partners, Inc.
2020 - Present (6 years)
Koss Financial Group
2016 - Present (10 years)
Raymond James Financial Services Advisors Inc
2015 - 2020 (5 years)
Raymond James Financial Services, Inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Selinsgrove, PA
Edward Jones
Series 63, Series 66
Selinsgrove, PA
Edward Jones
Series 66
Lewisburg, PA
Edward Jones
Series 66
Selinsgrove, PA
Edward Jones
Series 66
Lewisburg, PA
Edward Jones
Series 65
Lewisburg, PA
Granite Financial Advisors, Inc.
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