Invested Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$268,278,361
Total clients
266
23% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
89
Average account size
$1,008,565
About
InVested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm manages client portfolios on a discretionary basis, offers goal-based financial planning, and provides ancillary services such as tax return preparation.
The firm emphasizes individualized, goal-driven portfolio construction tailored to each client’s objectives, time horizon, and risk tolerance, with plans revisited periodically. InVested commonly allocates assets to independent third‑party managers and sub‑advisers and may recommend private placements or other specialist strategies when appropriate, while retaining authority to hire, fire, or reallocate among managers.
Compared with many peers, InVested discloses that its principal is separately licensed as an insurance agent and may transact insurance business for clients and receive commissions, a potential conflict the firm addresses through disclosure and its code of ethics. The firm also employs a CPA to prepare client tax returns and offers tax‑analysis services alongside investment advice, and it manages roughly $268 million in client assets with a small advisory team.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $5,000 for financial planning; Investment management flat fee ranges from 0.30% to 1.00% annually; Tax return preparation one-time fee of $350
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
$250 to $500 per hour
Account minimum: $500,000 (may be waived at discretion of InVested)
Main office location
Invested Advisors
366 Walker Drive, Suite 370
State College PA 16801, United States
Number of offices
4
Most active in
Florida · Maryland · New Hampshire · North Carolina · Pennsylvania · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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