Brian Coombs is a CFA-designated registered investment advisor at Coombs Wealth Advisory, LLC, based in Blue Bell, PA, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 18 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Wealth management advisory fees range from 0.50% to 0.75% annually depending on relationship size, complexity, and account characteristics. Fees are negotiable at the advisor's sole discretion.
Fee Estimator
Location
490 Norristown Road, Suite 250, Blue Bell, PA, 19422
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian works as a financial analyst for Lonnie A. Coombs, CPA, a tax and accounting firm located in the same office. This activity is not investment-related.
Employment History
Current Registrations
Coombs Wealth Advisory, LLC
State Registrations2 states
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
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