Plumtree Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
125
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
125
Average account size
$0
About
PlumTree Financial Planning serves individuals and families with comprehensive financial planning and portfolio management, addressing investible assets alongside budgeting, tax planning, life insurance, and estate planning. The firm provides both ongoing planning relationships and project-based advice, coordinating with other professionals as needed to implement recommendations.
The investment approach emphasizes long-term planning tailored to each client’s goals and risk tolerance, beginning with data collection and a written road map delivered shortly after the initial meeting. Ongoing oversight includes four meetings in the first year and quarterly reviews thereafter to monitor progress and adjust plans; the firm does not take custody of client assets and generally acts on a non-discretionary basis.
Noteworthy aspects relative to peers include a fee-only model that does not use percentage-of-assets-under-management billing and the firm’s periodic client newsletters and educational seminars or workshops, which the brochure describes as strictly educational. The principal’s multi-decade experience at a large investment company and professional credentials (CFP and tax-planning certification) underpin a planning-focused practice that emphasizes education and project-based engagement.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General tax planning
General estate planning guidance
Cash flow / budgeting
Fee options
$295.00 per hour
Fee-only: Monthly fees generally range from $460 to $1,000 depending on level and scope of services; fees are negotiable and paid monthly or quarterly in arrears.
Main office location
Plumtree Financial Planning
101 Lindenwood Drive, Suite 225
Malvern PA 19355, United States
Number of offices
1
Most active in
Plumtree 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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