A complete list of active advisors currently associated with DeFrehn Consulting
Warmer can help you find a great advisor at DeFrehn Consulting or one who fits your needs even better.
DeFrehn Consulting serves primarily individuals and high‑net‑worth clients and also accepts corporate pension and profit‑sharing plans and charitable organizations, managing approximately $75.4 million across roughly 88 client relationships. The firm provides portfolio management, comprehensive financial planning, asset monitoring, business consulting, and pension/participant plan consulting and monitoring. The firm manages accounts largely on a non‑discretionary basis using Osaic‑affiliated wrap account platforms and Advisor Managed Portfolios tools hosted through National Financial Services, constructing portfolios from mutual funds, ETFs, stocks, bonds and options based on risk‑tolerance questionnaires and client objectives. Because most assets are non‑discretionary, clients typically must consent to trades and may see differences in implementation timing versus discretionary programs; limited discretionary authority is available when expressly granted in client agreements. DeFrehn is closely integrated with the Osaic network: Osaic Wealth is identified as the firm’s sole broker‑dealer, securities sales are conducted through Osaic, and Osaic Insurance is used for life and annuity product recommendations, with the adviser acting as a registered representative. The brochure also discloses a published tiered fee schedule for pension consulting, use of third‑party research and corporate rating services (Morningstar, Bloomberg and rating services), and receipt of research and compliance support from Osaic, NFS and related providers—arrangements that are less common among solo independent advisers.
To learn more about the advisors currently working at DeFrehn Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Adamstown, MD
| 9
|
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