Advisor at The Financial Advisory Group
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Firm
The Financial Advisory Group
Location
York, PA 17403
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Brad Stein is a CFP®-certified financial advisor with The Financial Advisory Group in York, PA, bringing 33 years of industry experience. He has been associated with LPL Financial and The Financial Advisory Group since 2000. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that address asset and liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting services without taking custody or discretion over client assets.
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
Pennsylvania · Texas
LPL Financial
2003 - Present (23 years)
The Financial Advisory Group
2003 - Present (23 years)
LPL Financial
2000 - Present (26 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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RCPlanners
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