Neshaminy Creek Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,030,955
Clients
96
Advisors
1
of 1 employees
About
The firm provides investment management, financial planning (fixed-fee, hourly, and a subscription-style comprehensive planning option), and retirement plan consulting to individuals as well as to charitable organizations, corporations, and public entities. Like many independent advisers, it offers tailored portfolio management and broader financial planning services for clients at varying wealth levels.
The firm says it builds client-specific investment policy statements and typically implements primarily passive, low-cost portfolios using index mutual funds and ETFs while also employing active strategies and a mix of fundamental, technical, and cyclical analysis when appropriate. It can advise on “held-away” accounts such as 401(k) plans, 529s, and variable annuities through a third-party order-management arrangement that permits allocation changes with client authorization.
Distinctive features include ongoing retirement-plan consulting and pension/plan-sponsor advisory services and acting as a fiduciary to nonprofit organizations and endowments—services that are less common among similar independent firms. The brochure also notes the firm’s use of a third-party tool to manage held-away accounts, the principal’s licensure as an independent insurance agent, and adherence to the CFP® Board’s Code of Ethics even though the principal does not hold the CFP® designation.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees typically $250 - $5,000, negotiable; Comprehensive Financial Planning upfront fee $500 - $1,000
$0 - $60,000: 2.00% $60,001 - $120,000: $100 month $120,001 - $1,000,000: 1.25% $1,000,001+: 0.75% $0 - $100,000: 2.00% $100,001 - $300,000: 1.75% $300,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00% $0+: 0.50%
$300/hour for financial planning, negotiable
Comprehensive Financial Planning ongoing monthly retainer fee $50 - $300
Fee-only: Financial Planning fixed fee from $250 to $5,000, hourly fees $300/hour, Comprehensive Financial Planning upfront $500-$1,000 plus $50-$300/month ongoing fee
Main office
Bensalem PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Neshaminy Creek Advisors · Neshaminy Creek Financial Advisory Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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