Firm
Roffman Miller Wealth Management
Philadelphia, Pennsylvania
Fee-only
Roffman Miller Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 16 advisors are listed here; 6 of 16 hold the CFP.
- Its Form ADV reports 15 employees and 1,598 individual clients, 1,132 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 1,599 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | roffmanmiller.com |
| Phone | (215) 981-1030 |
Roffman Miller Wealth Management fees
Roffman Miller Wealth Management 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 | Percentage of assets |
|---|---|
| Assets managed | $3.2 billion |
| Individual clients | 466 |
| High-net-worth clients | 1,132 |
| Accounts managed | 1,599 |
| Employees | 15 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-38491) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 106019 |