Timothy Caban
Copper Beech Advisors, LLC · Malvern, Pennsylvania
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).
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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 |
| Assets under management | $77.9M across 128 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in PA, TX · CRD 2918132 |
| Exams passed | Series 63 (1997) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | copperbeechadvisors.com |
How Timothy's firm compares
- Ongoing planning starts at $10,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $750, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Copper Beech Advisors, LLC's average account is about $609,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Timothy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Copper Beech Advisors, LLC 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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