Fee-only adviser · Doylestown, PA
Del Val Retirement and Investment Services Inc
Del Val Retirement and Investment Services Inc is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Doylestown, Pennsylvania. On its latest Form ADV, filed February 11, 2026, it reports $1.9M in regulatory assets under management, 5 individual clients and 1 employee who gives 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 | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 332602 |
| Office | 2525 Holicong Road Doylestown, PA 18902 |
| Phone | (215) 680-1481 |
| Website | Not listed |
| Regulatory assets under management | $1.9M |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Doylestown
- Archetype Advisors, LLC $260M
- Kohlhepp Investment Advisors, Ltd. $205M
- Opulus $105M
- Aventine Financial Group $153M
- Vama Oak Wealth, LLC $91M
- Clear Capital Management LP $61M
See all 8 fee-only advisers in Doylestown →
Nearby
- Montgomeryville 3 firms
- North Wales 1 firm
- Perkasie 1 firm
- Horsham 1 firm
- New Hope 2 firms
- Ambler 4 firms
- Lower Gwynedd 1 firm
- Lansdale 1 firm
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