Fee-only adviser · Blue Bell, PA
Coombs Wealth Advisory, LLC
Coombs Wealth Advisory, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Blue Bell, Pennsylvania. On its latest Form ADV, filed February 3, 2026, it reports $140M in regulatory assets under management, 18 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 281132 · SEC file 801-129867 |
| Office | 490 Norristown Road Suite 250 Blue Bell, PA 19422 |
| Phone | (610) 825-3848 |
| Website | Not listed |
| Regulatory assets under management | $140M ($127M discretionary) |
| Individual clients | 0 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Blue Bell
- Blue Bell Private Wealth Management, LLC $1.1B
- Amplius Wealth Advisors $1.7B
- Im Wealth Partners $124M
- Northstar Asset Management Company, LLC $660M
See all 5 fee-only advisers in Blue Bell →
Nearby
- Plymouth Meeting 2 firms
- East Norriton 2 firms
- Norristown 2 firms
- Ambler 4 firms
- Fort Washington 1 firm
- Lower Gwynedd 1 firm
- North Wales 1 firm
- Lansdale 1 firm
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