# Timothy Caban

> Timothy Caban is a fee-only financial advisor at Copper Beech Advisors, LLC in Malvern, Pennsylvania, who holds the CFP and EA credentials. Timothy charges an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $750).

Page: https://find.wellspent.co/advisors/timothy-caban/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Copper Beech Advisors, LLC
- **Based in:** Malvern, Pennsylvania
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $750
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $77.9M across 128 accounts
- **Credentials:** CFP, EA
- **CRD:** 2918132 (https://adviserinfo.sec.gov/individual/summary/2918132)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1997), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://copperbeechadvisors.com

## Frequently asked questions

### Is Timothy Caban a fee-only financial advisor?

Yes. Timothy Caban is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Timothy's firm.

### How does Timothy charge for financial advice?

Timothy charges an ongoing planning fee and a one-time planning fee.

### How much does Timothy charge?

According to Copper Beech Advisors, LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $750.

### Where is Timothy Caban based?

Timothy Caban is based in Malvern, Pennsylvania.

### What credentials does Timothy Caban hold?

Timothy Caban holds the CFP and EA credentials.

### Is Timothy Caban registered with the SEC?

Yes. Timothy Caban is registered as an investment adviser representative in PA and TX (CRD 2918132), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Copper Beech Advisors, LLC manage?

Copper Beech Advisors, LLC reports $77.9M across 128 accounts in assets under management.

### How do I contact Timothy Caban?

Through Timothy's website, copperbeechadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6176): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://copperbeechadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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