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MARKET STREET WEALTH MANAGEMENT

999 West Chester Pike
Suite 202
West Chester, Pennsylvania 19382
Tel: (610) 692-3200

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About MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT, formally registered with the SEC as MARKET STREET WEALTH MANAGEMENT. The firm was established in 03/27/2015. They have over 5 offices throughout the country.

MARKET STREET WEALTH MANAGEMENT is a West Chester, Pennsylvania based Financial Planning firm with nearly $589,151,971 assets under management, offering retirement planning & investment advisory services to 2376 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155157
SEC#801-81172
Assets Managed by Firm$589,151,971
No. of Clients2376
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PAYMENT FOR CLIENT REFERRALS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2376$589,151,971
Individuals (other than high net worth individuals)805$266,932,817
High net worth individuals149$322,219,154

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