Firm
Copper Beech Advisors, LLC
Malvern, Pennsylvania
Fee-only
Copper Beech Advisors, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 128 individual clients, 25 of them high net worth.
- Its average account is about $609,000 (assets it manages divided by its 128 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Malvern, Pennsylvania |
|---|---|
| Website | copperbeechadvisors.com |
| [email protected] | |
| Phone | (610) 647-4014 |
Copper Beech Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $750 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Under $2.25M $2,500 $10,000" source
"Fee: $750 to $3,000 based on the complexity of your situation." source
"Fee: $750 to $3,000 based on the complexity of your situation." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 103 |
| High-net-worth clients | 25 |
| Accounts managed | 128 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 151496 |