Jeffrey Alderfer
Bastion Fiduciary · Chadds Ford, Pennsylvania
Jeffrey Alderfer is a fee-only financial advisor at Bastion Fiduciary in Chadds Ford, Pennsylvania, who holds the CFP credential. Bastion Fiduciary reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bastion Fiduciary |
|---|---|
| Based in | Chadds Ford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $125.2M across 437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 4959504 |
| Exams passed | Series 65 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lastbastion.com |
How Jeffrey's firm compares
- Bastion Fiduciary's average account is about $287,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Jeffrey
Is Jeffrey Alderfer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Bastion Fiduciary reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Bastion Fiduciary, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Alderfer based?
Jeffrey Alderfer is based in Chadds Ford, Pennsylvania.
What credentials does Jeffrey Alderfer hold?
Jeffrey Alderfer holds the CFP credential.
Is Jeffrey Alderfer registered with the SEC?
Yes. Jeffrey Alderfer is registered as an investment adviser representative in FL, PA and TX (CRD 4959504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bastion Fiduciary manage?
Bastion Fiduciary reports $125.2M across 437 accounts in assets under management.
How do I contact Jeffrey Alderfer?
Through Jeffrey's website, www.lastbastion.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chadds Ford
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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