Deep Draft Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fixed fees ranging from $1,000 to $15,000
$150 to $300 per hour
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
4905 Tilghman Street, Suite 100
Allentown PA 18104
Advisors at this office
2
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Donna W
ChFC®, Series 63
Allentown, PA
Deep Draft Consulting, LLC
Donna Wanamaker is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Cornerstone Financial Consultants, Ltd. and M Holdings Securities, Inc. Wanamaker also serves as Director of Insurance Services & Plan Design, focusing on accident and health, life, and annuity insurance products. Deep Draft Consulting provides business planning and financial advisory services to individuals and business entities, primarily through referrals to other registered investment advisers. The firm offers written financial plans, consulting engagements, and financial analyses without managing client investment assets directly.
Rachel L
ChFC®, Series 63
Allentown, PA
Deep Draft Consulting, LLC
Rachel Lower is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at Cornerstone Financial Consultants, Ltd and M Holdings Securities, Inc. Deep Draft Consulting provides business planning and financial advisory services primarily through referrals to other registered investment advisers, focusing on written financial plans, consulting engagements, and evaluations of other advisers rather than direct management of client assets.
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