Anthony Petsis & Associates Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit‑sharing plans, charitable organizations, and corporations, delivering written plans and single‑subject advice. The firm does not manage client assets on a continuous basis and reports no discretionary or non‑discretionary assets under management.
The firm’s process relies on fundamental analysis and a mix of long‑ and short‑term purchase strategies, and it notes that tax efficiency is not a primary consideration unless agreed otherwise. Clients engage the firm on a fee‑for‑service basis (hourly with retainers) and may use the firm’s third‑party estate‑planning tools and services provided through a vendor called Vanilla, Inc.
Several advisory personnel are registered representatives of a broker‑dealer and are separately licensed insurance agents, a relationship the brochure discloses can create conflicts of interest because commissions and broker‑dealer compensation are earned in addition to advisory fees. The small team includes professionals with credentials focused on special‑needs planning and retirement income, and some staff have outside roles in wealthtech and consulting, all of which the brochure identifies as additional business activities.
Client services
Expertise
Fee options
Firm personnel may earn commissions as registered representatives of a broker-dealer for securities and insurance products
Anthony Petsis: $400.00 per hour; Planners: $375.00 per hour; Associates: $200.00 per hour; Para Planners: $150.00 per hour; Secretary/Clerical: $100.00 per hour; Estate Planning Services: $230.00 per hour
Fee-only: Hourly fees ranging from $100.00 per hour to $400.00 per hour based on personnel level
Main office
401 South State Street
Newtown PA 18940
Advisors at this office
4
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Advisors at this firm
Anthony P
ChFC®, Series 63
Newtown, PA
Anthony Petsis & Associates Inc.
Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 42 years of industry experience. He has been with Anthony Petsis & Associates since 1991 and previously worked at Signator Investors, Inc. and OSAIC. He serves as chairman for a charity golf tournament organized by the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides written plans and single-subject advice on a fee-for-service basis and does not manage client assets on a continuous basis.
Alexander P
CFP®, Series 66
Newtown, PA
Anthony Petsis & Associates Inc.
Alexander Petsis is a CFP® with 13 years of industry experience. He is currently with Anthony Petsis & Associates Inc., where he has worked since 2018, and has previous experience with Signator Investors, Inc. Petsis also engages in financial education by presenting seminars on Special Needs Financial Planning and serves as secretary for St. Andrew's Catholic Church in Newtown, PA. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice, relying on fundamental analysis and a combination of long- and short-term purchase strategies.
Marc B
Series 63, Series 66
Newtown, PA
Anthony Petsis & Associates Inc.
Marc Butler is an investment advisory representative with Anthony Petsis & Associates Inc., holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has held roles at BNY Mellon Albridge, Skience, and currently leads multiple consulting ventures focused on wealth management technology and business strategy. Butler is also a co-author of the books Funding a New Business for Dummies and Master Your Money, Secure Your Future, and serves on the board of directors for ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written financial plans and single-subject advice without continuous asset management, employing a process based on fundamental analysis and a mix of long- and short-term purchase strategies.
Heidi H
Series 63, Series 65
Newtown, PA
Anthony Petsis & Associates Inc.
Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. She holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers and Cetera Advisor Networks. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice without managing client assets on a continuous basis.
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