# Paulette Greenwell

> Paulette Greenwell is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFA credential. Paulette focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/paulette-greenwell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Roffman Miller Wealth Management
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.20B across 1,599 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 2703326 (https://adviserinfo.sec.gov/individual/summary/2703326)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (1996)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.roffmanmiller.com

## Frequently asked questions

### Is Paulette Greenwell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paulette holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paulette charge for financial advice?

Paulette's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Paulette Greenwell based?

Paulette Greenwell is based in Philadelphia, Pennsylvania.

### What does Paulette specialize in?

Paulette's specialties include retirement planning and family wealth transfer. Paulette works with pre-retirees, retirees and multi-generational families.

### What credentials does Paulette Greenwell hold?

Paulette Greenwell holds the CFA credential.

### Is Paulette Greenwell registered with the SEC?

Yes. Paulette Greenwell is registered as an investment adviser representative in PA and TX (CRD 2703326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roffman Miller Wealth Management manage?

Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.

### How do I contact Paulette Greenwell?

Through Paulette's website, www.roffmanmiller.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2703326): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.roffmanmiller.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.