Brandywine Financial Group, Inc.

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Client assets under management

$132,602,595

Clients

208

26% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

104

High

Average account size

$637,512

About

Brandywine Financial Group serves individual clients—including high-net-worth individuals—and employer plan sponsors with comprehensive portfolio management, financial planning and retirement plan consulting. The firm discloses discretionary management across client accounts, and its services include investment management, written financial plans, and ongoing retirement-plan monitoring.

Brandywine typically constructs individualized portfolios using a mix of individual stocks, bonds, ETFs, mutual funds and options, and it employs techniques that can include long- and short-term trading, options strategies, margin and short sales when appropriate. The firm also offers discretionary digital-asset management and model blockchain ETF exposures, and provides participant education and occasional seminars or workshops for retirement-plan participants.

Noteworthy distinctions include that the firm’s representatives are licensed insurance agents and may offer insurance products for which they may receive commissions, a relationship disclosed in the brochure. The firm has recently expanded into digital-asset services with BitGo custody and explicitly discloses operational policies such as not accepting proxy voting authority on client securities.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial planning flat fees generally range from $500 to $15,000; Retirement Plan Consulting flat fees range from $1,000 to $25,000

Percentage

$0 - $500,000: 1.50% annually $500,000 - $750,000: 1.25% annually $750,000 - $1,000,000: 1.15% annually $1,000,000+: 1.00% annually

Project-based

$350/hour for financial planning and retirement plan consulting

Other

Fee-only: Hourly fee $350/hour; Flat fees for financial planning range from $500 to $15,000; Retirement Plan Consulting flat fees range from $1,000 to $25,000; Fees based on percentage of Plan assets up to 1.5%

Most active in

Delaware · Florida · Maryland · New Jersey · Pennsylvania · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 610-828-1155

Advisors at this firm

Michael D

Series 65

Flemington, NJ

Brandywine Financial Group, Inc.

Michael Deo is a Series 65-licensed financial advisor with Brandywine Financial Group, Inc., bringing 24 years of industry experience. He is also a Certified Public Accountant and partner at BKC, CPAs, PC, where he provides tax preparation and business consulting services. Deo serves as a trustee of the Peter & Mary Batey Irrevocable Trust. Brandywine Financial Group serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental and technical analysis, a variety of trading strategies, and provides educational seminars for retirement plan participants.

Options & derivatives strategies

Raymond C

Series 63, Series 66

Thompsons Station, TN

Brandywine Financial Group, Inc.

Raymond Carota is a financial advisor at Brandywine Financial Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Brandywine since 2003, with prior experience at American Portfolios Financial Services, Inc. and OSAIC. Brandywine Financial Group serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental and technical analysis with various strategies, and offers educational seminars as part of its retirement consulting services.

Options & derivatives strategies

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