Joslyn Ewart
Entrust Financial · Wayne, Pennsylvania
Joslyn Ewart is a fee-only financial advisor at Entrust Financial in Wayne, Pennsylvania, who holds the CFP credential. Entrust Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Entrust Financial |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $350.9M across 855 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2232801 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.balancingactbook.com |
| Profile |
How Joslyn's firm compares
- Entrust Financial's average account is about $410,000, from its Form ADV (assets managed divided by 855 accounts).
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Questions about Joslyn
Is Joslyn Ewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joslyn holds no broker registration, and Entrust Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joslyn charge for financial advice?
Joslyn's firm, Entrust Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joslyn Ewart based?
Joslyn Ewart is based in Wayne, Pennsylvania.
What credentials does Joslyn Ewart hold?
Joslyn Ewart holds the CFP credential.
Is Joslyn Ewart registered with the SEC?
Yes. Joslyn Ewart is registered as an investment adviser representative in PA (CRD 2232801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Entrust Financial manage?
Entrust Financial reports $350.9M across 855 accounts in assets under management.
How do I contact Joslyn Ewart?
Through Joslyn's website, www.balancingactbook.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
- 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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