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Kurtis M Eby

Bare Wealth Advisors

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About Kurtis M Eby

Kurtis Eby is a registered investment advisor representative with Bare Wealth Advisors in GAP, Pennsylvania. Kurtis has been in the industry since June 2014 and has a Series 65 license. Kurtis specializes in providing financial planning, pension consulting, and selection of other advisors. Kurtis's professional experience includes previous positions at Binkley and Hurst, Full-Time Education, and Univest Bank and Trust.

Firm Information

Kurtis Eby is currently registered with Bare Wealth Advisors. Bare Wealth Advisors is a registered investment advisor based in GAP, PA, with approximately $222,221,156 in assets under management. The firm serves high-net-worth individuals and individuals other than high-net-worth, providing financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services.
Bare Wealth Advisors

835 HOUSTON RUN DRIVE

GAP, PA 17527

$222.22M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kurtis Eby’s Registration & Firm History

PA

11/26/2024 - Present

Bare Wealth Advisors (GAP PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurtis M Eby.
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