# Courtney Kauffman

> Courtney Kauffman is a fee-only financial advisor at Prowell Financial Management in Exton, Pennsylvania, who holds the CFP credential. Courtney focuses on estate & legacy planning and family wealth transfer. Prowell Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/courtney-kauffman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prowell Financial Management
- **Based in:** Exton, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $6.86B across 404 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Executives, Ultra high net worth, Multi-generational families
- **CRD:** 7469800 (https://adviserinfo.sec.gov/individual/summary/7469800)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.prowell-financial.com/

## Frequently asked questions

### Is Courtney Kauffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Prowell Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Courtney charge for financial advice?

Courtney's firm, Prowell Financial Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Courtney Kauffman based?

Courtney Kauffman is based in Exton, Pennsylvania.

### What does Courtney specialize in?

Courtney's specialties include estate & legacy planning and family wealth transfer. Courtney works with founders, executives, ultra high net worth and multi-generational families.

### What credentials does Courtney Kauffman hold?

Courtney Kauffman holds the CFP credential.

### Is Courtney Kauffman registered with the SEC?

Yes. Courtney Kauffman is registered as an investment adviser representative in PA (CRD 7469800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prowell Financial Management manage?

Prowell Financial Management reports $6.86B across 404 accounts in assets under management.

### How do I contact Courtney Kauffman?

Through Courtney's website, www.prowell-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7469800): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.prowell-financial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.