Edward Aufman
Aufman Associates · Sewickley, Pennsylvania
Edward Aufman is a fee-only financial advisor at Aufman Associates in Sewickley, Pennsylvania, who holds the CFP credential. Aufman Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aufman Associates |
|---|---|
| Based in | Sewickley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $971.5M across 249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, GA, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA · CRD 4703405 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.aufmanassociates.com |
How Edward's firm compares
- Aufman Associates's average account is about $3.9 million, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Edward
Is Edward Aufman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Aufman Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Aufman Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Aufman based?
Edward Aufman is based in Sewickley, Pennsylvania.
What credentials does Edward Aufman hold?
Edward Aufman holds the CFP credential.
Is Edward Aufman registered with the SEC?
Yes. Edward Aufman is registered as an investment adviser representative in CA, FL, GA, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TX and VA (CRD 4703405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aufman Associates manage?
Aufman Associates reports $971.5M across 249 accounts in assets under management.
How do I contact Edward Aufman?
Through Edward's website, www.aufmanassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sewickley
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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