Brian Coombs is a CFA-designated registered investment advisor at Coombs Wealth Advisory, LLC, based in Blue Bell, PA, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 18 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coombs Wealth Advisory offers wealth management services with fees ranging from 0.50% to 0.75% annually, depending on the size, complexity, and overall relationship with the client. Smaller accounts or those with multiple objectives may be charged a higher fee. Fees may be negotiable at the advisor's discretion.
Location
490 Norristown Road, Suite 250, Blue Bell, PA, 19422
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian works as a financial analyst for Lonnie A. Coombs, CPA, a tax and accounting firm located in the same office. This activity is not investment-related.
Employment History
Current Registrations
Coombs Wealth Advisory, LLC
State Registrations2 states
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