BALLAST FINANCIAL ADVISORS, LLC

535 N. Church St.
Suite 205
West Chester, Pennsylvania 19380
Tel: 484-266-7281

About BALLAST FINANCIAL ADVISORS, LLC

BALLAST FINANCIAL ADVISORS, LLC, formally registered with the SEC as BALLAST FINANCIAL ADVISORS, LLC. The firm was established in 08/13/2019. They have over 3 offices throughout the country.

BALLAST FINANCIAL ADVISORS, LLC is a West Chester, Pennsylvania based Financial Planning firm with nearly $247,372,928 assets under management, offering retirement planning & investment advisory services to 1343 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304430
SEC#	801-117158
Assets Managed by Firm	$247,372,928
No. of Clients	1343
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1343	$247,372,928
Individuals (other than high net worth individuals)	423	$77,418,138
High net worth individuals	125	$155,174,085
Pension and profit sharing plans	5	$14,780,705

More Retirement Planning firms in West Chester, 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
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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