Tower Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$350,469,868
Total clients
683
16% high-net worth
Total advisors
3
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
228
Average account size
$513,133
About
Tower Wealth Partners provides discretionary and non‑discretionary wealth management, investment management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and businesses. The firm also advises plan sponsors and offers ERISA retirement‑plan services, including investment‑fiduciary support and 3(38) investment management where appropriate.
Investment portfolios are customized and typically constructed from diversified mutual funds, ETFs and individual stocks and bonds, with a generally long‑term orientation while remaining able to trade shorter term for rebalancing, tax, or cash‑flow needs. The firm employs fundamental and technical analysis, conducts internal due diligence, and may allocate assets to unaffiliated independent managers while providing ongoing oversight.
Tower Wealth manages roughly $350 million for about 683 clients across three advisors — a client load exceeding 200 clients per advisor, which is higher than typical for similar supported firms. Several advisory personnel are also licensed insurance professionals (insurance recommendations are implemented separately and may generate commissions, with those activities disclosed as limited), and the firm maintains institutional custodian relationships that provide technology and other support.
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Tower Wealth Partners
1000 Market Street
Lewisburg PA 17837, United States
Number of offices
2
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