Steve Engle
Asbury Capital · Glen Mills, Pennsylvania
Steve Engle is a fee-only financial advisor at Asbury Capital in Glen Mills, Pennsylvania, who holds the CFP credential. Steve charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $5,000) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Tech employees
- Founders
- High earners
- Early-career professionals
Facts
| Firm | Asbury Capital |
|---|---|
| Based in | Glen Mills, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $5,000 · $250 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $2.3M across 18 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6446517 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | asbury-capital.com |
| Profile |
How Steve's firm compares
- Ongoing planning starts at $2,500 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $250, in line with the Pennsylvania median of $250 for fee-only firms that publish prices.
- Asbury Capital's average account is about $127,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Steve
Is Steve Engle a fee-only financial advisor?
Yes. Steve Engle is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.
How does Steve charge for financial advice?
Steve charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Steve charge?
According to Asbury Capital's website, checked October 28, 2026: ongoing planning from $2,500 a year; one-time plans from $5,000; $250 an hour; 1% a year on the first tier of assets managed.
Where is Steve Engle based?
Steve Engle is based in Glen Mills, Pennsylvania.
What does Steve specialize in?
Steve's specialties include tax planning, estate & legacy planning, retirement planning and flat-fee planning. Steve works with tech employees, founders, high earners and early-career professionals.
What credentials does Steve Engle hold?
Steve Engle holds the CFP credential.
Is Steve Engle registered with the SEC?
Yes. Steve Engle is registered as an investment adviser representative in PA (CRD 6446517), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Asbury Capital manage?
Asbury Capital reports $2.3M across 18 accounts in assets under management.
How do I contact Steve Engle?
Through Steve's website, asbury-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Asbury Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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