HERSHEY FINANCIAL ADVISERS, LLC

120 North Pointe Blvd
Suite 300
Lancaster, Pennsylvania 17601
Tel: 717-295-8888

About HERSHEY FINANCIAL ADVISERS, LLC

HERSHEY FINANCIAL ADVISERS, LLC, formally registered with the SEC as HERSHEY FINANCIAL ADVISERS, LLC. The firm was established in 06/08/2023. They have over 3 offices throughout the country.

HERSHEY FINANCIAL ADVISERS, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $123,044,352 assets under management, offering retirement planning & investment advisory services to 1023 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149907
SEC#	801-128090
Assets Managed by Firm	$123,044,352
No. of Clients	1023
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1023	$123,044,352
Individuals (other than high net worth individuals)	589	$93,498,238
High net worth individuals	29	$29,032,737
Charitable organizations	3	$72,123
Corporations or other businesses	4	$441,254

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VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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