Copper Beech Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,920,000
Clients
128
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
128
Very HighAverage account size
$608,750
About
Copper Beech Advisors serves individual clients and small business owners with fee-only financial planning and investment advisory services, including tax preparation, estate planning, retirement planning, risk management and investment recommendations. The firm offers ongoing engagements under an open retainer as well as limited, two-hour financial reviews and does not accept commissions or third‑party sales compensation.
The firm tailors portfolios to individual risk tolerance, time horizon and tax considerations and generally recommends no-load mutual funds, government securities, cash equivalents and individual bonds. All investment management is provided on a non-discretionary basis, so clients must approve transactions before trades are executed, and the firm uses public research sources such as Morningstar and Steele Mutual Fund Expert in its analysis.
What distinguishes the firm from many peers is its fee model and service integration: rather than charging a percentage-of-assets, Copper Beech uses a flat, net-worth‑based retainer and separate fixed-fee financial reviews, and it integrates tax preparation and planning into its advisory offering. The firm’s membership in comprehensive-planning and tax professional organizations reflects an emphasis on coordinated financial and tax advice, and it declines proxy‑voting authority on client securities.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed fee for Financial Review between $750 and $3,000 based on complexity
$0 - $2,250,000: $10,000 annually flat fee $2,250,000 - $5,000,000: $1,000 additional annually per $250,000 increment $5,000,000 - $10,000,000: $1,000 additional annually per $500,000 increment $10,000,000+: $1,000 additional annually per $1,000,000 increment
Fee-only: Fixed fees ranging from $750 to $3,000 for Financial Review; flat annual retainer fees based on net worth tiers for Open Retainer service
Main office location
Copper Beech Advisors, LLC
5 Great Valley Parkway, Suite 210
Malvern PA 19355, United States
Number of offices
2
Most active in
Copper Beech Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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:
-
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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