Coombs Wealth Advisory, LLC fees and pricing
Financial planner in Blue Bell, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, Coombs Wealth Advisory, LLC charges a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,500
“Coombs Wealth offers financial planning services for a fixed fee ranging from $1,000 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coombs Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The annual fee is on a fixed-fee basis and is non-negotiable.”
How Coombs Wealth Advisory, LLC’s fees compare
- Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 3 other planners in Blue Bell that publish a flat or project fee charge less.
About Coombs Wealth Advisory, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CPA and CFA.
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 18
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $139,646,139
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281132
- Phone
- (610) 825-3848
Can advise clients in 3 states: New Jersey, Pennsylvania, Texas
Other planners in Blue Bell that publish fees
- Amplius Wealth AdvisorsBlue Bell$200-$750/hr, $5,000-$50,000
- Blue Bell Private Wealth Management, LLCBlue Bell$250-$500/hr, $250-$10,000
- Courtside Wealth Partners LLCBlue Bell$750/mo, $9,000/yr
- Krown AdvisoryBlue Bell$200-$500/hr, $1,000-$9,000
- Scarsdale Investment Group, LTD.Blue Bell$200-$300/hr, $1,750-$3,741/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.