Kurt Ebner
EHB Financial Resources Managemnt · Exton, Pennsylvania
Kurt Ebner is a fee-only financial advisor at EHB Financial Resources Managemnt in Exton, Pennsylvania, who holds the CFP and CFA credentials. EHB Financial Resources Managemnt reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | EHB Financial Resources Managemnt |
|---|---|
| Based in | Exton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $164M across 90 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA · CRD 1102800 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Kurt's firm compares
- EHB Financial Resources Managemnt's average account is about $1.8 million, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Kurt
Is Kurt Ebner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and EHB Financial Resources Managemnt reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, EHB Financial Resources Managemnt, reports charging a percentage of assets on its SEC Form ADV.
Where is Kurt Ebner based?
Kurt Ebner is based in Exton, Pennsylvania.
What credentials does Kurt Ebner hold?
Kurt Ebner holds the CFP and CFA credentials.
Is Kurt Ebner registered with the SEC?
Yes. Kurt Ebner is registered as an investment adviser representative in PA (CRD 1102800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EHB Financial Resources Managemnt manage?
EHB Financial Resources Managemnt reports $164M across 90 accounts in assets under management.
How do I contact Kurt Ebner?
Contact details aren't on file yet. Search for EHB Financial Resources Managemnt.
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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