Firm
Kauffman & Drebing
Swarthmore, Pennsylvania
Fee-only
Kauffman & Drebing at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 61 individual clients, 54 of them high net worth.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Swarthmore, Pennsylvania |
|---|---|
| Phone | (215) 546-8016 |
Kauffman & Drebing fees
Kauffman & Drebing doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly |
|---|---|
| Individual clients | 7 |
| High-net-worth clients | 54 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 117719 |