Lancaster County Financial Group, LLC

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Client assets under management

$68,728,101

Clients

198

9% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$347,112

About

Lancaster County Financial Group, LLC provides investment management, wealth planning, and consulting to individuals, trusts, retirement plans, and businesses. As of December 31, 2025 the firm reported approximately $69,172,885 in discretionary assets under management and serves about 198 clients with a two-advisor team.

The firm manages portfolios using a Managed Asset Allocation Model (MAAM) process that selects among multiple asset-allocation models tailored to client objectives and rebalances periodically, and it also offers hourly wealth‑planning, estate settlement, and consulting engagements. Recommended investments may include stocks, bonds, mutual funds, ETFs, variable annuity subaccounts and structured notes, and the firm notes it may treat variable annuities or variable universal life contracts differently when commissions or trail payments are involved.

Notably, the firm’s principal also maintains broker‑dealer registration and acts as an independent life/health insurance agent, activities that generate securities and insurance commissions and are disclosed as potential conflicts of interest; the brochure discloses approximately eight hours per week devoted to insurance activity and describes policies to mitigate conflicts. The combination of commission‑generating broker‑dealer/insurance activity alongside fiduciary, fee‑based advisory services and a relatively high client-to-advisor load for a small team distinguishes the firm from many peers.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Wealth management

Occupation focus

Retired

Fee options

Percentage

$0 - $149,999: 1.25% $150,000 - $299,999: 0.99% $300,000 - $599,999: 0.89% $600,000 - $999,999: 0.79% $1 million+: 0.75% $0 - $1 million +: 0.45% Conservative Income

Commissions

Commissions are earned through the firm's owner acting as a registered representative of a broker-dealer and as an insurance agent. These commissions are separate from advisory fees.

Project-based

Hourly fees usually range from $95 to $250 per hour for wealth planning and management services; consulting services range from $75 to $250 per hour.

Other

Fee-only: Hourly fees ranging from $75 to $250 per hour for consulting and wealth planning services, billed in arrears.

Main office location

Lancaster County Financial Group, LLC

247 N. Shippen St., Suite 10

Lancaster PA 17602, United States

Number of offices

Most active in

Pennsylvania

Disclosures

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:

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.

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

Quick links

Website 717-435-9165

Advisors at this firm

Logan G

Series 65

Lancaster, PA

Lancaster County Financial Group, LLC

Logan Gotshall is a financial advisor at Lancaster County Financial Group, LLC, holding a Series 65 designation with four years of experience. His prior roles include positions at Quantum Imaging & Therapeutic Associates, Inc., and Scribe America. Lancaster County Financial Group provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers discretionary managed asset allocation portfolio management, fee-based wealth planning, and hourly consulting, managing accounts across a range of allocations with regular reviews and rebalancing.

General retirement planning Income planning Wealth management Retired

Christopher H

Series 63, Series 65

Lancaster, PA

Lancaster County Financial Group, LLC

Christopher Hasircoglu is a financial advisor with Lancaster County Financial Group, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Securities Service Network, Inc., Securities America, Inc., and OSAIC. He also sells occasional term life and short-term health insurance products. Lancaster County Financial Group provides investment advisory services to individuals, trusts, retirement plans, and businesses, serving both high-net-worth and non-high-net-worth clients. The firm offers discretionary managed asset allocation portfolio management, fee-based wealth planning, and hourly consulting, managing accounts with individualized asset allocation models and regular portfolio rebalancing.

General retirement planning Income planning Wealth management Retired

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