Lonnie Coombs is a registered investment advisor at Coombs Wealth Advisory, LLC, based in Blue Bell, PA, with 10 years of industry experience. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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
Coombs Wealth Advisory offers wealth management services with fees ranging from 0.50% to 0.75% annually, depending on the size, complexity, and overall relationship with the client. Smaller accounts or those with multiple objectives may be charged a higher fee. Fees may be negotiable at the advisor's discretion.
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.
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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
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