Broadhurst Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$128,435,308
Clients
59
49% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$2,176,870
About
Broadhurst Financial Advisors provides wealth management, investment consulting and advanced planning primarily for affluent individuals and families, and will occasionally advise endowments and other 501(c)(3) organizations. The firm advises clients with a suggested account minimum of $3 million and offers consultative services around retirement, tax planning, estate transfer and employee benefit reviews.
The firm’s investment approach emphasizes low-cost, passive asset-class funds (including use of institutional Dimensional funds) and direct indexing in taxable accounts to enhance tax efficiency and enable systematic tax-loss harvesting. Advisory discretion is narrowly limited to periodic rebalancing and opportunistic tax-loss harvesting, and the firm states it absorbs trading costs charged by custodians on client trades.
Compared with many single-advisor independents, Broadhurst manages a relatively large pool of assets for its size (over $100 million across fewer than 100 clients) and maintains a documented succession arrangement with another registered adviser to support continuity. It also periodically recommends alternative, direct-subscription investments for accredited clients as part of tax-mitigation strategies (with a one-time administrative fee) and is approved to use institutional-only fund platforms that are not universally accessible to retail investors.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
General estate planning guidance
Retirement income strategy
Occupation focus
Founder/Business Owner
Demographic focus
Established Professionals
Fee options
Fixed fees for certain projects, negotiated based on scope and complexity.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
$350 per hour
Account minimum: $3,000,000 (negotiable in certain situations) Fee-only: Fee-only compensation; no commissions accepted; uses no-load institutional funds.
Main office location
Broadhurst Financial Advisors, Inc.
1911 West Point Pike, Suite 301
West Point PA 19486-0301, United States
Number of offices
1
Most active in
Broadhurst Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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