Coombs Wealth Advisory, LLC
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About
Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates and businesses. The firm offers both discretionary and non-discretionary portfolio management, comprehensive wealth management (including a fixed‑fee advisory option), financial planning, and oversight or implementation through unaffiliated independent managers.
The firm builds diversified portfolios that typically emphasize mutual funds and ETFs, employs fundamental analysis, and focuses on long‑term, tax‑sensitive strategies tailored to each client’s goals and risk tolerance. Accounts are monitored on a regular basis and the firm assists with portfolio construction, rebalancing, and periodic oversight of any independent managers used in a client’s allocation.
Distinctive features include a formal affiliation with a tax and accounting firm, Coombs & Company, LLC, through common ownership, which allows referrals for tax and accounting services but also creates a disclosed potential conflict of interest. The firm operates with two managing partners and a very small client roster relative to assets managed, suggesting concentrated, highly personalized relationships and direct partner involvement in client service; it also participates in an institutional custodial platform that provides technology and operational support.
Client services
Expertise
Fee options
Wealth Management Fixed Fee Advisory service with an annual fixed fee paid quarterly; fee amount varies based on complexity, assets, and relationship; non-negotiable.
0.50% to 0.75% annually, depending on size, complexity and overall relationship
Account minimum: Coombs Wealth generally does not impose a minimum account size for establishing a relationship. Fee-only: Fixed fee financial planning services ranging from $1,000 to $2,500, fees may be negotiable.
Main office
490 Norristown Road, Suite 250
Blue Bell PA 19422
Advisors at this office
2
Most active in
New Jersey · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Lonnie C
Blue Bell, PA
Coombs Wealth Advisory, LLC
Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.
Brian C
CFA®, Series 63
Blue Bell, PA
Coombs Wealth Advisory, LLC
Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.
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