Fee-only adviser · Doylestown, PA
Kohlhepp Investment Advisors, Ltd.
Kohlhepp Investment Advisors, Ltd. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Doylestown, Pennsylvania. On its latest Form ADV, filed March 24, 2026, it reports $205M in regulatory assets under management, 201 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 | 113989 · SEC file 801-60581 |
| Office | 3655 Route 202 Suite 100 Doylestown, PA 18902 |
| Phone | (215) 340-5777 |
| Website | www.kohlheppadvisors.com |
| Regulatory assets under management | $205M ($205M discretionary) |
| Individual clients | 170 non-high-net-worth, 31 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 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
- Opulus $105M
- Aventine Financial Group $153M
- Vama Oak Wealth, LLC $91M
- Clear Capital Management LP $61M
- Axiom Investment Solutions LLC $51M
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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