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 operates as an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, and it describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Hershey Financial Advisers also conducts brokerage and insurance activities as a registered representative of a broker‑dealer and as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm reports being an active ESG investor.