Timothy Caban
Advisor at Copper Beech Advisors, 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.
Advisor at Copper Beech Advisors, 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
Copper Beech Advisors, LLC
Location
Malvern, PA 19355
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Timothy Caban is a CFP® with 16 years of experience in financial advising. He has been with Copper Beech Advisors, LLC since 2009, where he is the sole advisor. The firm provides fee-only financial planning and investment advisory services to individuals and small business owners, offering comprehensive planning that includes tax, estate, retirement, and risk management. Copper Beech Advisors manages approximately $65 million in client assets for around 150 clients, using a fixed retainer fee model rather than percentage-based fees, and emphasizes tailored portfolios based on client objectives and non-discretionary account management.
Financial Review service fees range from $750 to $3,000 based on complexity
$0 - $2.25 Million: $10,000 annually (flat fee) $2.25 Million - $5 Million: Additional $1,000 annually per $250,000 increment $5 Million - $10 Million: Additional $1,000 annually per $500,000 increment $10 Million+: Additional $1,000 annually per $1 Million increment
Fee-only: Open Retainer flat annual fee based on total net worth as detailed above; Financial Review fixed fee between $750 and $3,000
5 Great Valley Parkway, Suite 210
Malvern, PA 19355
Pennsylvania · Texas
Copper Beech Advisors, LLC
2009 - Present (17 years)
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