Element Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,460,003
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
166
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
166
Average account size
$111,205
About
Element Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm’s client work emphasizes tailored portfolio management and retirement plan support, including limited‑scope ERISA 3(21) services for sponsors.
Investment implementation is discretionary and driven by client goals, time horizon and risk tolerance, with the firm using fundamental, technical, charting and cyclical analysis as part of its process. When appropriate, the firm recommends third‑party managers and acts as a liaison—monitoring performance, delivering disclosures and coordinating with the TPMs it refers.
Noteworthy features include an affiliated insurance business held within the firm’s holding company, with the firm’s president devoting a significant portion of time to insurance activities and receiving customary insurance compensation. The adviser also discloses referral‑fee relationships with third‑party managers and additional non‑investment business activities (rental real estate and equipment rental), and its reported clientele is oriented toward non‑high‑net‑worth individual investors rather than a high‑net‑worth base.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fee between $2,500 and $5,000 for financial planning based on complexity and client situation; $300 flat fee for Client Directed Accounts with Gradient Investments
$0 - $1,000,000: 1.50% annually Over $1,000,000+: 1.00% annually
$15 Quarterly Service Fee per account or investment strategy for technology and reporting
Main office location
Element Wealth Advisors
570 Carlisle St
Hanover PA 17331, United States
Number of offices
3
Most active in
Element Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Maryland · Pennsylvania · Virginia
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 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.
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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.
Forms ADV
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