Advisor at Altruistic Advisor LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Altruistic Advisor LLC
Location
East Fallowfield, PA
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
11 years
Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.
Based on Altruistic Advisor LLC
Based on Altruistic Advisor LLC
Financial planning services fees range from $2,500 to $7,500 per engagement.
$0+: 0.10% annually (minimum range) +: up to 2.00% annually (maximum range)
Fee-only: Investment advisory fees range from 0.10% to 2.00% annually, charged monthly in advance based on assets under management.
East Fallowfield, PA
Pennsylvania
Altruistic Advisor LLC
2024 - Present (2 years)
Brookstone Wealth Advisors, LLC
2019 - 2024 (5 years)
UnEMPLOYED
2018 - 2019 (1 year)
Mercer Global Advisors Inc.
2015 - 2018 (3 years)
Mercer Global Advisors Inc.
2014 - 2018 (4 years)
Paul Kobilka Properties
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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