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Advisor

Seth Bittner

Stillwater Private Wealth · Allentown, Pennsylvania

Seth Bittner is a fee-only financial advisor at Stillwater Private Wealth in Allentown, Pennsylvania. Seth charges a percentage of assets and a flat fee or retainer and focuses on equity compensation, retirement planning and student loans.

Percentage of assetsFlat fee or retainer Fee-only

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Specialties

Who they serve

  • High earners
  • Pre-retirees
  • Retirees
  • Founders
  • Tech employees

Facts

FirmStillwater Private Wealth
Based in Allentown, Pennsylvania
Fee modelPercentage of assets · Flat fee or retainer
Accepting new clientsYes
Assets under management$176.8M across 458 accounts
SEC registration Investment adviser representative in PA · CRD 5057101
Exams passedSeries 63 (2006) · Series 65 (2012)
Firm size4 employees
Disclosures None reported
Websitewww.swprivatewealth.com
LinkedInProfile

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Questions about Seth

Is Seth Bittner a fee-only financial advisor?

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

How does Seth charge for financial advice?

Seth charges a percentage of assets and a flat fee or retainer.

Where is Seth Bittner based?

Seth Bittner is based in Allentown, Pennsylvania.

What does Seth specialize in?

Seth's specialties include equity compensation, retirement planning, student loans, small business owners, estate & legacy planning and tax planning. Seth works with high earners, pre-retirees, retirees, founders and tech employees.

Is Seth Bittner registered with the SEC?

Yes. Seth Bittner is registered as an investment adviser representative in PA (CRD 5057101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Stillwater Private Wealth manage?

Stillwater Private Wealth reports $176.8M across 458 accounts in assets under management.

How do I contact Seth Bittner?

Through Seth's website, www.swprivatewealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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