The Financial Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
49
0% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
12
Average account size
$0
About
The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, delivering comprehensive and segmented plans that cover areas such as asset/liability analysis, tax and estate considerations, retirement and education planning, and a recently added Cash Flow Plan. The firm states it will assist clients with implementation of plan recommendations throughout the contract period but does not act as a custodian for client funds.
The firm's investment recommendations are grounded in fundamental security analysis and may include equities, mutual funds, municipal and corporate debt, variable insurance products and U.S. government securities. Implementation often occurs through the firm’s representatives in their other roles—as registered representatives and investment adviser representatives of LPL Financial and as licensed insurance agents—which the brochure discloses can create conflicts of interest the firm seeks to manage.
Notable distinctions from many peer teams include that the firm reports no regulatory assets under management, does not take investment discretion or custody of client accounts, and does not offer asset-based (percentage-of-AUM) advisory services; its primary business emphasis is on planning and consulting rather than portfolio management. The firm’s staff hold professional planning credentials (including CFPs and tax- and student-loan-related certifications), and representatives disclose affiliations with LPL and insurance companies (e.g., Banner Life, MassMutual, Unum), which the brochure identifies as sources of separate compensation.
Client services
Financial planning
Expertise
Cash flow / budgeting
General tax planning
General estate planning guidance
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services: Cash Flow Plan $2,000; Retirement Plan $4,000; Comprehensive Plan $6,000
$300 per hour for Certified Financial Planner Practitioner; $100 per hour for staff
Account minimum: $3,500 minimum for annual retainer for comprehensive financial plan Minimum fee: Minimum annual retainer fee of $3,500 for a comprehensive financial plan Fee-only: Financial planning fees based on fixed fees: $2,000 for Cash Flow Plan, $4,000 for Retirement Plan, $6,000 for Comprehensive Plan. Hourly fees also offered: $300 per hour for CFP practitioner, $100 per hour for staff.
Main office location
The Financial Advisory Group
45 Wyntre Brooke Drive
York PA 17403, United States
Number of offices
1
Most active in
The Financial Advisory Group has reported serving >5 clients in these states in the last 12 months.
Maryland · 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
Quick links
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