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Penney Financial LLC

EST. AUM
$303,508,319

CONTACTS

CLIENT ACCOUNTS
465

Firm Details

Metro area Houston
CRD Number 282084
Website penneyfinancial.com
Client types

Overview

Penney Financial, LLC is an SEC-registered fee-only investment advisory firm headquartered in Houston, Texas, founded in 2016 to deliver modern, in-depth wealth advisory services free from conflicts of interest. The firm is a member of both NAPFA and the Garrett Planning Network, operates exclusively as a fiduciary, and earns compensation solely from client fees — no commissions, no product sales. Penney Financial maintains a selective client roster focused on delivering close, personalized attention with a tax-efficient, low-cost, evidence-based investment approach.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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