Paul Kopey
Paul R. Kopey & Associates · Chester Springs, Pennsylvania
Paul Kopey is a fee-only financial advisor at Paul R. Kopey & Associates in Chester Springs, Pennsylvania, who holds the CFP and ChFC credentials. Paul R. Kopey & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paul R. Kopey & Associates |
|---|---|
| Based in | Chester Springs, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.7M across 12 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 5085399 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.prkadvisors.com |
How Paul's firm compares
- Paul R. Kopey & Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Paul
Is Paul Kopey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Paul R. Kopey & Associates 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, Paul R. Kopey & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Kopey based?
Paul Kopey is based in Chester Springs, Pennsylvania.
What credentials does Paul Kopey hold?
Paul Kopey holds the CFP and ChFC credentials.
Is Paul Kopey registered with the SEC?
Yes. Paul Kopey is registered as an investment adviser representative in PA (CRD 5085399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paul R. Kopey & Associates manage?
Paul R. Kopey & Associates reports $12.7M across 12 accounts in assets under management.
How do I contact Paul Kopey?
Through Paul's website, www.prkadvisors.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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