Kauffman & Drebing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kauffman & Drebing LLC provides fee-only financial planning to individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm serves a relatively small client base and works with both non‑high‑net‑worth and high‑net‑worth individual clients as well as institutional-type clients.
For each engagement the firm prepares a written investment and financial advisory report based on client-supplied information, independent research, and analysis of mutual funds and the bond market, with recommendations tailored to goals, risk tolerance and liquidity needs. Engagements are billed on an hourly basis and may include a proposal outlining the work, optional implementation assistance at the client’s direction, and periodic or interim review letters.
Compared with peers, the firm’s use of hourly billing for comprehensive financial planning is uncommon, and it operates strictly as a fee‑only planner that does not manage client assets, take custody, sell financial products, or accept performance‑ or transaction‑based compensation. The firm has a long operating history and is run by long‑tenured partners with advanced academic credentials, and it recommends brokers based on execution and reporting without receiving soft‑dollar or referral compensation.
Client services
Expertise
Fee options
$320 per hour
Fee-only: $320 per hour
Main office
Swarthmore PA
Advisors at this office
2
Most active in
Delaware · Pennsylvania · Texas
Also doing business as
Kauffman & Drebing · Kauffman & Drebing LLC
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
Advisors at this firm
Barbara D
Swarthmore, PA
Kauffman & Drebing
Barbara Drebing is a financial advisor at Kauffman & Drebing with 34 years of industry experience. She has been with the firm since 1984, which she co-founded and continues to operate. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers written advisory reports tailored to clients' goals and risk tolerance without managing or custodian client assets, focusing exclusively on fee-only planning without product sales or discretionary management.
Neil K
Swarthmore, PA
Kauffman & Drebing
Neil Kauffman is a financial advisor at Kauffman & Drebing with 34 years of industry experience. He has been with the firm since 1982. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers tailored, written investment and financial advisory reports without managing or taking custody of client assets, focusing on long-term asset allocation based on independent research.
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