Fee-only adviser · Berwyn, PA
Carnegie Wealth Management, LLC
Carnegie Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Berwyn, Pennsylvania. On its latest Form ADV, filed January 20, 2026, it reports $357M in regulatory assets under management, 226 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 290430 · SEC file 801-114906 |
| Office | 850 Cassatt Road Suite 225 Berwyn, PA 19312 |
| Phone | (610) 640-4300 |
| Website | carnegiewealth.com/who-we-are/we-are-carnegie |
| Regulatory assets under management | $357M ($309M discretionary) |
| Individual clients | 133 non-high-net-worth, 93 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Berwyn
- Ellis Investment Partners, LLC $987M
- Sterling Investment Advisors Ltd. $1.1B
- Golden Ratio Wealth Management LLC $181M
- Watkinson Capital Advisors LLC $124M
- Goalpost Wealth Management, LLC $326M
- Goal Quest Advisors, LLC $109M
See all 8 fee-only advisers in Berwyn →
Nearby
- Paoli 3 firms
- Chesterbrook 2 firms
- Radnor 12 firms
- Wayne 10 firms
- Newtown Square 6 firms
- Malvern 8 firms
- Villanova 1 firm
- King of Prussia 3 firms
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