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

More Retirement Planning firms in Lancaster, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Lancaster, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.