C
Cerebrum Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
The firm provides stand-alone financial planning and consulting services to a range of entities, including investment companies, pension plans, corporations, and individuals (including non-high-net-worth clients). It also offers employer-sponsored financial wellness services for retirement plan participants and presents educational seminars to clients and prospects.
Rather than serving as an asset manager or exercising investment discretion, the firm delivers project- or hourly-based planning and consulting and does not maintain assets under management or deduct fees from client accounts. For implementation, the firm may refer clients to other professionals and to third-party investment advisers and provides separate disclosure for such referrals.
Distinctive features include an affiliated insurance brokerage operated by the firm’s owner, and the firm’s representatives may recommend insurance products on a commission basis, a potential conflict the brochure discloses. The firm also acts as a promoter/solicitor for other investment advisers and discloses receipt of referral fees, and it has addressed a past regulatory enforcement matter that was later resolved.
Client services
Financial planning
Selection of other advisers
Expertise
General estate planning guidance
Charitable giving & philanthropy
Fee options
Fixed fee engagements negotiated based on expected hours to complete the engagement at the negotiated hourly rate.
$150 to $500 per hour, based on complexity and experience.
Fee-only: Hourly rates ranging from $150 to $500 per hour; fixed fees negotiated based on expected hours at negotiated hourly rate.
Main office location
Cerebrum Financial Services, LLC
Devon PA, United States
Number of offices
2
Most active in
Cerebrum Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 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
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