Kauffman & Drebing fees and pricing
Financial planner in Swarthmore, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Kauffman & Drebing charges $320 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $320/hr
“Fees for our financial planning services are on an hourly basis at the rate of $320 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kauffman & Drebing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This proposal letter informs the prospective client that he/she can cancel the agreement within five days without obligation and will upon cancellation receive a full refund of any deposit.”
- “We may prepare an interim investment letter between advisory reports upon client request; our hourly fee is billed for these subsequent services.”
How Kauffman & Drebing’s fees compare
- Its hourly rate of $320 is above the Pennsylvania median of $250. 71% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Kauffman & Drebing
“Kauffman & Drebing LLC provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates and charitable organizations.”
- Firm size: 2 employees.
- Registered as an adviser: 1983 (43 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 61
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117719
- Phone
- (215) 546-8016
Can advise clients in 2 states: Delaware, Pennsylvania
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date?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.