user avatar

Robert Christian Mcclure

Advisor at Equitable Advisors — Downingtown, PA

Updated today

Credentials

Series 63, Series 65

Experience

47 years

Location

Downingtown, PA

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,715

Across 977 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Robert McClure is a financial advisor with Equitable Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he works as a school bus driver for athletic team transportation. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and portfolio managers, utilizing both proprietary and third-party investment programs.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Downingtown, PA

Downingtown PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

47 years of industry experience

Equitable Advisors

1999 - Present • 27 years

New York, NY

Axa Advisors, Llc

1999 - 2020 • 21 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John K

Series 65

Paoli, PA

Milvian Bridge Advisory

John Kroger is the founder of Milvian Bridge Advisory, an independent investment advisory firm based in Paoli, Pennsylvania. He holds a Series 65 and earned both a Bachelor of Science in Finance and an MBA with a concentration in Finance from Fairfield University. He is also a graduate of Malvern Preparatory School. His professional background includes experience with Daylesford Abbey, Stone Bay Holdings, and Hampton Inn. Milvian Bridge Advisory provides portfolio management, financial planning, and investment consulting to individuals, families, high-net-worth clients, retirement accounts, trusts, estates, and business owners. The firm operates as a fiduciary and fee-only adviser, emphasizing disciplined portfolio construction, diversification, thoughtful asset allocation, tax-aware decision-making, and advice tailored to each client’s goals, circumstances, and long-term objectives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Passive / index investing Active portfolio management Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Retired

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
user avatar

Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

General tax planning General estate planning guidance Cash flow / budgeting
user avatar

John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
user avatar

Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)