Courtney Kauffman
Prowell Financial Management · Exton, Pennsylvania
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.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Prowell Financial Management |
|---|---|
| Based in | Exton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.86B across 404 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7469800 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prowell-financial.com |
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Questions about Courtney
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.
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
- Prowell Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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