Jon Sobotkin
Blue Bell Private Wealth Management · Blue Bell, Pennsylvania
Jon Sobotkin is a fee-only financial advisor at Blue Bell Private Wealth Management in Blue Bell, Pennsylvania. Jon focuses on tax planning and retirement planning. Blue Bell Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Blue Bell Private Wealth Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 2,249 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5268398 |
| Exams passed | Series 65 (2006) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | bluebellpwm.com |
How Jon's firm compares
- Blue Bell Private Wealth Management's average account is about $499,000, from its Form ADV (assets managed divided by 2,249 accounts).
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Questions about Jon
Is Jon Sobotkin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Blue Bell Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Blue Bell Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Sobotkin based?
Jon Sobotkin is based in Blue Bell, Pennsylvania.
What does Jon specialize in?
Jon's specialties include tax planning and retirement planning. Jon works with retirees.
Is Jon Sobotkin registered with the SEC?
Yes. Jon Sobotkin is registered as an investment adviser representative in PA and TX (CRD 5268398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Bell Private Wealth Management manage?
Blue Bell Private Wealth Management reports $1.12B across 2,249 accounts in assets under management.
How do I contact Jon Sobotkin?
Through Jon's website, bluebellpwm.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
- Blue Bell Private Wealth 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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