EF
CFP
EF
CFP

Edward Fuchs

20 Years of Experience
Berwyn, PA

Edward Fuchs is a CFP-designated registered investment advisor at Fuchs Financial Planning, based in Berwyn, PA, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.8M

Fee Structure

Investment management only (planning not offered)

Fuchs Financial Planning manages investments and charges $175 per hour for their services. This fee is billed quarterly.

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Location

Berwyn, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward is the owner of Edward J. Fuchs, CPA, an accounting, tax preparation, and tax planning firm since 1985. He spends about half of his time on financial statement preparation, bookkeeping, and tax return preparation.

Employment History
Current Registrations
Fuchs Financial Planning
August 2005 - Present · 20 yrs 9 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edward Fuchs - Financial Advisor | TrueAdvisor