Firm
Smithbridge Asset Management
Chadds Ford, Pennsylvania
Fee-only
Smithbridge Asset Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFA.
- Its Form ADV reports 13 employees and 500 individual clients, 161 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 1,096 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Chadds Ford, Pennsylvania |
|---|---|
| Website | smithbridgeasset.com |
| [email protected] | |
| Phone | (610) 361-9141 |
Smithbridge Asset Management fees
Smithbridge Asset 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $831 million |
| Individual clients | 339 |
| High-net-worth clients | 161 |
| Accounts managed | 1,096 |
| Employees | 13 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-53667) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 106261 |