Paul Kobilka
Altruistic Advisor · East Fallowfield, Pennsylvania
Paul Kobilka is a fee-only financial advisor at Altruistic Advisor in East Fallowfield, Pennsylvania, who holds the CFP and ChFC credentials. Altruistic Advisor reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Altruistic Advisor |
|---|---|
| Based in | East Fallowfield, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.0M across 9 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 1137385 |
| Exams passed | Series 63 (1983) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Paul's firm compares
- Altruistic Advisor's average account is about $665,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Paul
Is Paul Kobilka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Altruistic Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Altruistic Advisor, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Kobilka based?
Paul Kobilka is based in East Fallowfield, Pennsylvania.
What credentials does Paul Kobilka hold?
Paul Kobilka holds the CFP and ChFC credentials.
Is Paul Kobilka registered with the SEC?
Yes. Paul Kobilka is registered as an investment adviser representative in PA (CRD 1137385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altruistic Advisor manage?
Altruistic Advisor reports $6.0M across 9 accounts in assets under management.
How do I contact Paul Kobilka?
Contact details aren't on file yet. Search for Altruistic Advisor.
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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