Fee-only adviser · Allentown, PA
Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Allentown, Pennsylvania. On its latest Form ADV, filed June 18, 2026, it reports $157M in regulatory assets under management, 264 individual clients and 3 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 | 300568 · SEC file 801-130503 |
| Office | 1275 Glenlivet Drive Suite 335 Allentown, PA 18106 |
| Phone | (484) 350-3301 |
| Website | cenglebert.cardtapp.com |
| Regulatory assets under management | $157M ($157M discretionary) |
| Individual clients | 235 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 18, 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 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 disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Allentown
- Erickson Financial Group, LLC $199M
- Stillwater Private Wealth $177M
- Hamel Associates,inc. $548M
- Gurniak Financial Advisors, Inc. $69M
See all 5 fee-only advisers in Allentown →
Nearby
- Macungie 1 firm
- Orefield 1 firm
- Center Valley 4 firms
- Mertztown 1 firm
- Bethlehem 6 firms
- Oley 1 firm
- Nazareth 1 firm
- Perkasie 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Englebert Financial Advisers, LLC? Update this listing.