F
Fuchs Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,800,000
Clients
10
0% high-net worth
Advisors
1
of 1 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
10
LowAverage account size
$180,000
About
Fuchs Financial Planning is a solo independent advisory firm that provides portfolio management and related advisory services to a very small client base. The firm's Form ADV reports $1.8 million in assets under management and ten clients, indicating a concentrated, personalized client roster.
The Form ADV (Items 8, 13 and 16) describes the firm's investment work with individual clients, including methods of analysis, account reviews and the risks associated with its strategies. The brochure (Item 5) notes that the firm does not use percentage‑of‑AUM fees, instead employing other compensation arrangements described in its fee disclosures.
What distinguishes Fuchs from many independent advisers is its combination of a tiny client base and an atypical compensation model; most independents charge AUM‑based fees, whereas this firm does not. The ADV also indicates the firm does not serve typical non‑high‑net‑worth individual households, suggesting its client mix and service model differ from peers that serve broader retail individual markets.
Client services
Financial planning
Portfolio management
Fee options
Main office location
Fuchs Financial Planning
Berwyn PA, United States
Number of offices
0
Most active in
Fuchs Financial Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 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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