Pennsylvania Advisory Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,600,000
Clients
86
0% high-net worth
Advisors
1
of 2 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
86
Very HighAverage account size
$88,372
About
Pennsylvania Advisory Services, Inc. provides portfolio management, financial planning, pension consulting, and investment-related education to individual clients, employee benefit plans and other organizational clients. The firm’s brochure also discloses participant enrollment and plan-level consulting services in addition to one-off or ongoing financial planning engagements.
The firm offers both discretionary and non-discretionary services and, per its ADV, manages approximately $7.6 million in client assets on a non-discretionary continuous basis, with additional non-continuous assets under advisement. Its stated methods include model portfolios, fundamental analysis, and long-term purchase strategies, and non-discretionary clients must approve transactions before execution.
The firm is affiliated with an insurance agency that is the parent company, and personnel are licensed insurance agents who may receive commissions for insurance sales separate from advisory fees, a relationship the brochure identifies as a potential conflict of interest. It also provides customized educational workshops and participant seminars (noting in the brochure that these seminars are provided without charge), a service the firm highlights alongside its pension consulting offerings.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Financial planning and consulting fixed fees range from $5,000 to $20,000, negotiable
$50,000 - $99,999: 2% annually $100,000+: 1% annually
Insurance agents affiliated with the firm may earn commissions from insurance product sales separately from advisory fees
Financial planning and consulting services: $250/hour for head planner, up to $93/hour for junior planners; Pension consulting: $200/hour
Account minimum: $50,000 Minimum fee: $1,000 minimum portfolio management fee to open and maintain an advisory account, waivable at discretion Fee-only: Yes, fees are charged for advisory services only, no commissions on asset management fees
Most active in
Pennsylvania Advisory Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania · Texas
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:
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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.
Forms ADV
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