Ehb Financial Resources Managemnt, INC.

Financial planning in Exton, PA

SEC registeredNo commissions reported

Call (610) 594-2701 Send a message Map ↗

Public-record details

Address: 211 Welsh Pool Road, Suite 110, Exton, PA 19341
Phone: (610) 594-2701
Listed under: Financial planning, % of assets managed
Legal name: Ehb Financial Resources Management, INC.
CRD number: 116186
Registration: SEC registered since 2022-02-23
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $164.0 million
Accounts managed: 90
Clients reported (Form ADV 5.D): 90
Individual / high-net-worth clients: 55 / 35
Employees: 2
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-06

SEC registered investment adviser, CRD 116186, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 116186 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Exton

Birch Run Investments, LLC211 Welsh Pool Road, Suite 234 · Exton, PA 19341 · (610) 321-3453 · % of assets managedCRD 285285 · % of assets, Performance-based fees · $457.5 million AUMSEC registeredNo commissions reported Legacy Advisory Services, LLC658 Exton Commons · Exton, PA 19341 · (610) 524-6801 · Financial planningCRD 147173 · % of assets, Hourly charges · $156.9 million AUMSEC registeredNo commissions reported Private Wealth Management, LLC600 Eagleview Blvd, Suite #300 · Exton, PA 19341 · (215) 582-9537 · % of assets managedCRD 282801 · % of assets · $72.0 million AUMState registeredNo commissions reported Prowell Financial Management, LLC717 Constitution Drive, Suite 102 · Exton, PA 19341 · (484) 359-4057 · Financial planningCRD 281762 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reported Summit Group Retirement Planners, INC.431 Exton Commons · Exton, PA 19341 · (484) 467-7899 · Financial planningCRD 169823 · % of assets, Hourly charges, Fixed fees · $302.3 million AUMSEC registeredNo commissions reported Whitford Financial Planning211 Welsh Pool Road, Suite 106 · Exton, PA 19341 · (484) 881-0070 · Financial planningCRD 325988 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reported

All 7 in Exton →