# Edward Aufman

> 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.

Page: https://find.wellspent.co/advisors/edward-aufman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aufman Associates
- **Based in:** Sewickley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $971.5M across 249 accounts
- **Credentials:** CFP
- **CRD:** 4331682 (https://adviserinfo.sec.gov/individual/summary/4331682)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.aufmanassociates.com

## Frequently asked questions

### 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 PA (CRD 4331682), 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.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4331682): 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

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