AI Advisor, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AI ADVISOR, Inc. provides fee-only investment management and financial planning to individuals and institutions, with a stated focus on individual and high‑net‑worth clients. Services described in the brochure include discretionary portfolio management, modular investment consultation, and financial‑planning advice tailored to client‑specified scopes.
The firm relies exclusively on fundamental analysis and generally adopts a long‑term investment perspective while also employing both long‑ and short‑term trading strategies when appropriate. It offers ongoing discretionary management with regular reviews and reporting (quarterly reports and third‑party custodian statements), conducts tax gain/loss harvesting, and may negotiate performance‑based fees in selective situations.
Distinctive features include a very small client roster relative to its assets under management, implying larger account concentrations per client—an uncommon client mix among independent advisers that often serve more retail relationships. The brochure also discloses the principal’s part‑time involvement with a digital‑marketing company and occasional non‑securities consulting (such as due diligence for early‑stage businesses), and the firm contracts that company for website and related services, all of which are disclosed as potential operational intersections with the advisory practice.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% Over $1,000,000+: 0.85%
In selective situations, fees negotiated with client based on capital appreciation or other parameters
Fee-only: Fee-only investment advisory services
Main office
308 East Lancaster Avenue, Suite 200
Wynnewood PA 19096
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Ai Advisor, Inc. · Integrated Financial Resources, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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