Deep Draft Consulting, LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Deep Draft Consulting provides business planning and financial advisory services to individuals, corporations, and business entities, but does not directly manage client investment assets. The firm primarily refers clients to other registered investment advisers and also offers written financial plans and consulting engagements.

In its advisory work Deep Draft evaluates other advisers, assists clients with opening custodial accounts, and helps develop statements of investment policy; it also performs financial analyses of businesses with attention to growth or value characteristics. The firm does not accept discretionary authority or custody client assets, and its services can include hourly consulting and fixed-scope financial planning engagements.

Compared with typical investment-manager peers, Deep Draft is notable for operating largely as a solicitor/referral intermediary while maintaining insurance- and broker-dealer-related affiliations — its personnel may be licensed insurance agents and some are registered representatives, and the firm receives referral compensation from third-party advisers. The combination of referral-based business, use of hourly consulting fees, and an absence of firm-managed AUM are practices that are uncommon for firms in this regulatory category.

Client services

Financial planning Selection of other advisers Consulting services

Expertise

General retirement planning Wealth management Business Financial Management General estate planning guidance Income planning

Fee options

Fixed

Financial planning fixed fees ranging from $1,000 to $15,000

Project-based

$150 to $300 per hour

Other

Fee-only: Fixed fees for financial planning services ranging from $1,000 to $15,000; hourly fees from $150 to $300 per hour for miscellaneous advisory services

Main office location

Deep Draft Consulting, LLC

4905 Tilghman Street, Suite 100

Allentown PA 18104, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

610-437-1375

Advisors at this firm

Donna W

ChFC®, Series 63

Allentown, PA

Deep Draft Consulting, LLC

Donna Wanamaker is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, with 23 years of industry experience. She has been involved with Cornerstone Financial Consultants, Ltd. since 1984 and currently serves as Executive Vice President, focusing on business, estate, and insurance planning. Wanamaker also directs insurance services and plan design, selling various insurance products including accident and health, life, fixed annuities, variable life, and variable annuity insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, retirement plan, and other clients through a nationwide network of advisors and independently operated member firms. The firm offers a range of advisory services including investment management, financial planning, retirement consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

General retirement planning Wealth management Business Financial Management General estate planning guidance Income planning

Rachel L

ChFC®, Series 63

Allentown, PA

Deep Draft Consulting, LLC

Rachel Lower is a financial advisor with Deep Draft Consulting, LLC in Allentown, PA. She holds the ChFC® designation and Series 63 license and has 23 years of industry experience. Prior to her current role at Deep Draft Consulting since 2013, she has worked with Cornerstone Financial Consultants, Ltd. since 2000. Deep Draft Consulting is a state-registered investment adviser that provides financial and business planning services, primarily acting as a solicitor by introducing individual and business clients to third-party investment advisers. The firm does not directly manage client assets and focuses on delivering written financial plans and consultations while leaving portfolio management to recommended advisers.

General retirement planning Wealth management Business Financial Management General estate planning guidance Income planning

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