C
Coombs Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$139,646,139
Clients
18
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$7,758,119
About
Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates and businesses. The firm offers both discretionary and non-discretionary portfolio management, comprehensive wealth management (including a fixed‑fee advisory option), financial planning, and oversight or implementation through unaffiliated independent managers.
The firm builds diversified portfolios that typically emphasize mutual funds and ETFs, employs fundamental analysis, and focuses on long‑term, tax‑sensitive strategies tailored to each client’s goals and risk tolerance. Accounts are monitored on a regular basis and the firm assists with portfolio construction, rebalancing, and periodic oversight of any independent managers used in a client’s allocation.
Distinctive features include a formal affiliation with a tax and accounting firm, Coombs & Company, LLC, through common ownership, which allows referrals for tax and accounting services but also creates a disclosed potential conflict of interest. The firm operates with two managing partners and a very small client roster relative to assets managed, suggesting concentrated, highly personalized relationships and direct partner involvement in client service; it also participates in an institutional custodial platform that provides technology and operational support.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Income planning
Tax-loss harvesting
Fee options
Wealth Management Fixed Fee Advisory service with an annual fixed fee paid quarterly; fee amount varies based on complexity, assets, and relationship; non-negotiable.
0.50% to 0.75% annually, depending on size, complexity and overall relationship
Account minimum: Coombs Wealth generally does not impose a minimum account size for establishing a relationship. Fee-only: Fixed fee financial planning services ranging from $1,000 to $2,500, fees may be negotiable.
Main office location
Coombs Wealth Advisory, LLC
490 Norristown Road, Suite 250
Blue Bell PA 19422, United States
Number of offices
1
Most active in
Coombs Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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