HERSHEY FINANCIAL ADVISERS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$152M

Discretionary

$150M

99% of AUM

Avg account

$160K

Accounts

946

Employees

Advisory reps

Firm details

Headquarters: LANCASTER, Pennsylvania
CRD number: 149907
Registered since: June 8, 2023
Website: www.hersheyfinancialadvisers.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals70.09%
HNWI29.15%
Corporations / Businesses0.35%
Pension & Profit Sharing Plans0.3%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hershey Financial Advisers, LLC is an independent registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and it selects third-party advisers when appropriate. Hershey Financial Advisers operates as a limited liability company, acts as a registered representative of a broker-dealer and holds insurance broker relationships, and it charges fees on a percentage-of-AUM basis as well as hourly and fixed fees. The firm is an active ESG investor and became SEC-registered in 2023.