Buckler Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buckler Wealth Management, LLC is a fee-only registered investment adviser that provides investment management and comprehensive financial planning services to individual and high‑net‑worth clients, and also offers educational seminars and speaking engagements to groups. The firm’s brochure notes it distributes periodic newsletters and publications by email as part of its client and prospect communications.
The firm develops personalized investment policies and implements portfolios using a blend of passive and active strategies, guided by modern portfolio theory and a mix of fundamental, technical, cyclical, and charting analyses. Buckler Wealth also offers discretionary trading, tailors accounts to client‑imposed restrictions, and can incorporate socially conscious (ESG) approaches when requested.
What stands out relative to many peers is the combination of services more typical of a retail adviser — regular newsletters and public seminars — within a firm categorized as an investment manager; the brochure also discloses financial planning engagements billed by fixed, subscription, or hourly arrangements rather than only asset‑based fees. The firm operates with a single principal overseeing client reviews and emphasizes educational offerings, and its policies note custody and execution arrangements with institutional custodians and a policy against block or aggregated trading.
Client services
Expertise
Fee options
Fixed fee for Financial Planning services ranging from $1,500 to $10,000, negotiable.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually Above $5,000,000+: 0.50% annually
$250 per hour for Financial Planning services.
Account minimum: $500,000 Fee-only: Financial Planning fees are fee-only, with hourly rate $250/hour, fixed fees ranging from $1,500 to $10,000, or subscription (retainer) fees.
Main office
Coatesville PA
Advisors at this office
1
Most active in
Pennsylvania
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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