Plumtree Financial Planning
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About
PlumTree Financial Planning serves individuals and families with comprehensive financial planning and portfolio management, addressing investible assets alongside budgeting, tax planning, life insurance, and estate planning. The firm provides both ongoing planning relationships and project-based advice, coordinating with other professionals as needed to implement recommendations.
The investment approach emphasizes long-term planning tailored to each client’s goals and risk tolerance, beginning with data collection and a written road map delivered shortly after the initial meeting. Ongoing oversight includes four meetings in the first year and quarterly reviews thereafter to monitor progress and adjust plans; the firm does not take custody of client assets and generally acts on a non-discretionary basis.
Noteworthy aspects relative to peers include a fee-only model that does not use percentage-of-assets-under-management billing and the firm’s periodic client newsletters and educational seminars or workshops, which the brochure describes as strictly educational. The principal’s multi-decade experience at a large investment company and professional credentials (CFP and tax-planning certification) underpin a planning-focused practice that emphasizes education and project-based engagement.
Client services
Expertise
Fee options
$295.00 per hour
Fee-only: Monthly fees generally range from $460 to $1,000 depending on level and scope of services; fees are negotiable and paid monthly or quarterly in arrears.
Main office
101 Lindenwood Drive, Suite 225
Malvern PA 19355
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Beth D'andrea, Financial Planner, LLC · D'andrea, Beth Hope · Plumtree Financial Planning
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
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