Lonnie Coombs is a registered investment advisor at Coombs Wealth Advisory, LLC, based in Blue Bell, PA, with 11 years of industry experience. Lonnie 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
Lonnie is an owner and CPA at Lonnie A. Coombs, CPA, a tax and accounting firm located at the same business address.
Employment History
Current Registrations
Coombs Wealth Advisory, LLC
State Registrations1 state
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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