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Todd Brian Fogelsanger

Advisor at Raymond James Financial — Carlisle, PA

Updated today

Credentials

Series 66

Experience

26 years

Location

Carlisle, PA 17015

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Todd Fogelsanger is a financial advisor at Raymond James Financial with 26 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial and its affiliated entities since 2008 and has been associated with Miller & Gay Investment Management since 2014 in a support role unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Carlisle, PA

50 Brookwood Ave, Suite 103

Carlisle PA 17015

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

26 years of industry experience

Miller & Gay Investment Management

2014 - Present • 12 years

Carlisle, PA

Raymond James Financial

2009 - Present • 17 years

Carlisle, PA

Raymond James Financial Services, inc.

2008 - Present • 18 years

Carlisle, PA

Cambridge Investment Research, INc.

2002 - 2005 • 3 years

Carlisle, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
user avatar

Huyen N

CFP®, Series 65

Mechanicsburg, PA

Inclusive Wealth Financial Planning LLC

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas H

Series 65

Boiling Springs, PA

Hendrix Financial Planning

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

General retirement planning Roth conversion strategy Social Security optimization General tax planning
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Lawrence C

Mechanicsburg, PA

Freedom Asset Management Inc.

Lawrence Cohen is the sole advisor at Freedom Asset Management Inc. in Mechanicsburg, PA, with 17 years of industry experience. He has been with Freedom Asset Management since 2011 and is also a licensed insurance agent, selling life, accident, and health insurance as well as fixed annuities through his S-corporation. Freedom Asset Management Inc. provides investment advice and portfolio management primarily to individuals and their families, focusing on principal preservation, diversification, and tailored recommendations based on clients’ risk tolerance and financial goals. The firm operates on a non-discretionary basis and incorporates guaranteed insurance products into client solutions when appropriate.

Wealth management
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Allison K

ChFC®, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with the ChFC® designation and five years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and Joshua Jenkins. Outside of finance, she is active as a professional bodybuilder with the IFBB Pro League and provides online fitness coaching through Hyve Fitness. Seaside Wealth Advisors offers discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and targeted asset-allocation models and also provides due-diligence services for private placements alongside bookkeeping and tax services for business clients.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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