Allen Meschel
Meschel Wealth Management · Yardley, Pennsylvania
Allen Meschel is a fee-only financial advisor at Meschel Wealth Management in Yardley, Pennsylvania. Meschel Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Meschel Wealth Management |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.5M across 433 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6671997 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.meschelwealth.com |
| Profile |
How Allen's firm compares
- Meschel Wealth Management's average account is about $248,000, from its Form ADV (assets managed divided by 433 accounts).
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Questions about Allen
Is Allen Meschel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Meschel Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Meschel Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allen Meschel based?
Allen Meschel is based in Yardley, Pennsylvania.
Is Allen Meschel registered with the SEC?
Yes. Allen Meschel is registered as an investment adviser representative in PA (CRD 6671997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meschel Wealth Management manage?
Meschel Wealth Management reports $107.5M across 433 accounts in assets under management.
How do I contact Allen Meschel?
Through Allen's website, www.meschelwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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