Advisor at The Financial Advisory Group
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Firm
The Financial Advisory Group
Location
York, PA 17403
Credentials
CFP®, Series 63
Industry experience
3 years
Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.
Based on The Financial Advisory Group
Fixed fees for financial planning services: Cash Flow Plan $2,000; Retirement Plan $4,000; Comprehensive Plan $6,000
$300 per hour for Certified Financial Planner Practitioner; $100 per hour for staff
Account minimum: $3,500 minimum for annual retainer for comprehensive financial plan Minimum fee: Minimum annual retainer fee of $3,500 for a comprehensive financial plan Fee-only: Financial planning fees based on fixed fees: $2,000 for Cash Flow Plan, $4,000 for Retirement Plan, $6,000 for Comprehensive Plan. Hourly fees also offered: $300 per hour for CFP practitioner, $100 per hour for staff.
45 Wyntre Brooke Drive
York, PA 17403
Maryland · Pennsylvania · Texas
LPL Financial
2023 - Present (3 years)
The Financial Advisory Group
2023 - Present (3 years)
Concentus Wealth Advisors
2020 - 2023 (3 years)
Marshall Financial Group
2020 - 2020 (1 year)
REMOTE
2020 - 2020 (1 year)
Masso Torrence Wealth Management
2020 - 2020 (1 year)
Temple Fox Fund
2019 - 2019 (1 year)
Temple Fox Fund
2019 - 2019 (1 year)
STUDENT
2018 - 2020 (2 years)
Valley Forge Financial Group
2018 - 2019 (1 year)
Lincoln financial Group
2017 - 2018 (1 year)
PENN STATE University
2016 - 2020 (4 years)
Burkhart Refractory
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
York, PA
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CFP®, ChFC®, Series 63
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Series 65
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Myrmidon Private Capital
Series 63, Series 65
Spring Grove, PA
Kreiner Financial Wealth Management, Inc.
Series 65
Hanover, PA
Scott Financial Resources LLC
Series 65
York, PA
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