Barbara Drebing is a registered investment advisor at Kauffman & Drebing, based in Swarthmore, PA, with 34 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 57 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Kauffman & Drebing charges $320 per hour for financial planning services. They provide a proposal letter outlining the estimated fee range for the project. Clients can cancel the agreement within five days for a full refund of any deposit. Repeat clients receive a new agreement letter with the updated hourly fee.
Location
Swarthmore, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kauffman & Drebing
State Registrations2 states
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