Advisor at Providers & Families Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Providers & Families Wealth Management
Location
Carlisle, PA
Credentials
Series 66
Industry experience
8 years
Lindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of her advisory role, Lindsey operates The Exuberant Elephant, a money coaching business. Providers & Families Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations by providing financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination within its financial planning services.
Based on Providers & Families Wealth Management
Based on Providers & Families Wealth Management
$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.25% $1,000,000 - $2,999,999.99: 1.00% $3,000,000+: 0.50%
Financial planning services hourly rate not to exceed $300/hr
Ongoing financial planning subscription service monthly fees, not to exceed $250/month; Foundational financial planning subscription fees: Individuals $500 one-time onboarding fee + $175/month; Couples $750 one-time onboarding fee + $250/month; 12-month minimum commitment
Minimum fee: Financial planning minimum fee of $2,500 Fee-only: Financial planning hourly rate up to $300/hr; monthly financial planning subscription fees (e.g., $175/month for individuals, $250/month for couples); foundational financial planning subscription fees ($500 or $750 one-time onboarding fee plus monthly fees)
Carlisle, PA
Pennsylvania
Providers and Families Wealth Management, LLC
2022 - Present (4 years)
The Exuberant Elephant
2020 - Present (6 years)
Hornor Townsend & Kent Inc
2017 - 2021 (4 years)
Penn Mutual Life Insurance
2017 - 2018 (1 year)
Roundtop Mountain Resort
2017 - 2019 (2 years)
West Shore Young Professionals
2017 - 2018 (1 year)
Women's Capital Area Networking (Wecan)
2016 - 2018 (2 years)
Various Insurance Carriers For W&R Insurance Agencies
2016 - 2017 (1 year)
Waddell & Reed Inc
2016 - 2017 (1 year)
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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