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Elizabeth Gallen Mastromarino

Advisor at Financial Planning Advisors Inc.

Updated today

Location

Wyomissing, PA 19610

Credentials

Series 63, Series 65

Industry experience

40 years

Client services

Based on Financial Planning Advisors Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Financial Planning Advisors Inc.

General retirement planning General tax planning Divorce financial planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial Planning fixed fees range between $500 and $5,000; Annual Review Service fixed fees negotiated case-by-case

Percentage

$15,000 - $250,000: 1.25% $251,000 - $500,000: 1.15% $501,000 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 0.80% $2,000,000++: 0.55%

Commissions

Some advisory representatives are registered representatives of LPL Financial and receive commissions and 12b-1 fees from securities and insurance products sales

Project-based

Financial Planning $200-$500/hour; Consulting Services $300/hour

Other

Account minimum: $10,000 Minimum fee: Financial Planning fixed fees typically between $500 and $5,000; Annual Review Service minimum $500 Fee-only: Financial Planning fees charged hourly ($200-$500/hour) or fixed fee ($500-$5,000); Consulting services hourly at $300/hour; Annual Review Service fixed fee up to $500 or more

Location

1122 Penn Avenue

Wyomissing, PA 19610

Most active in

Pennsylvania

Work history

Financial Planning Advisors, Inc.

2016 - Present (10 years)

LPL Financial, llc

2016 - Present (10 years)

Van Reed Wealth Management LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Wealth management
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization Founder/Business Owner Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based
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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.

Active portfolio management
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