Copper Beech Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,920,000
Total clients
128
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
128
Average account size
$608,750
About
Copper Beech Advisors is a fee-only financial planning and investment advisory firm that serves individuals and small business owners, offering comprehensive planning services that include tax planning and preparation, estate planning review, retirement planning, risk management, and investment recommendations. The firm reports managing roughly $65 million in client assets for about 150 clients and provides both ongoing open-retainer engagements and one-time financial reviews.
The firm tailors portfolios and planning to each client’s stated objectives, considering tax situation, risk tolerance, time horizon and liquidity needs, and typically recommends no-load mutual funds, U.S. government securities, money market funds, certificates of deposit and individual bonds. CBA manages client accounts on a non-discretionary basis, requiring client approval for specific transactions, and uses public research sources such as Morningstar and Steele Mutual Fund Expert in its analysis.
What distinguishes the firm from many peers is its billing and operational model: it does not use a percentage-of-assets-under-management fee schedule but instead charges a fixed, net-worth–based retainer (with quarterly billing) and offers separate fixed-fee financial reviews and tax-preparation services. The firm also emphasizes cross-disciplinary credentials and affiliations (including membership in fee-only and tax professional organizations) and operates without accepting commissions or third-party sales compensation.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Copper Beech Advisors, LLC
5 Great Valley Parkway, Suite 210
Malvern PA 19355, United States
Number of offices
2
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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