The Appalachian Financial Group

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
10
Advisory reps
12

Firm details

Headquarters
Mechanicsburg, Pennsylvania
CRD number
332275
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

The Appalachian Financial Group is an independent, Pennsylvania-registered limited liability company owned by an individual. The firm is structured as an RIA and, based on regulatory filings, presents advisory activity primarily through educational seminars and workshops rather than through traditional portfolio management or institutional capital allocation. Its reported fee structure is listed as "Other," suggesting non-standard or bespoke billing arrangements rather than a simple asset‑based or hourly model. The firm does not identify itself as an ESG investor and is not documented as serving multistate advisory portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 12
  • Thomas Weber

    Thomas Weber

    AdvisorCRD 5754965

  • Derek Snider

    Derek Snider

    Financial PlannerCRD 5298141

  • Zachary Hogentogler

    Zachary Hogentogler

    Registered RepresentativeCRD 5993701

Unlock 9 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mechanicsburg, PA

Cumberland

Location

Mechanicsburg, PA

Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
100 Sterling Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth