DS Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DS Financial Strategies, LLC serves individuals, high‑net‑worth clients, corporations, charities, and qualified retirement plans with comprehensive financial planning, estate planning, targeted financial consulting, and retirement plan (pension) consulting. The firm does not directly manage client assets; it delivers written financial plans and recommends third‑party investment advisers to implement and manage portfolios.
For investment implementation the firm uses a third‑party referral platform to match client objectives with outside advisers who handle portfolio construction, trading, custody, and discretionary authority, while the firm monitors accounts and conducts periodic (semi‑annual) reviews. Financial planning and consulting engagements are delivered using software‑supported analyses and typically conclude upon delivery of a written plan unless an ongoing relationship via the third‑party platform is established.
Distinctive for an independent firm of this size, the firm is affiliated with a licensed insurance agency and its personnel are licensed to sell insurance products and may receive commissions for those sales, a conflict the firm discloses and addresses in its policies. The firm’s combination of pension plan consulting, reliance on third‑party managers rather than providing direct portfolio management for individuals, and additional non‑investment activities (such as speaking engagements and podcasts) are noteworthy operational features.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee from $2,500 to $10,000 (negotiable); Estate planning flat fee up to $3,000 (negotiable)
Financial planning consulting services at $400 per hour (hourly fee negotiable)
Fee-only: Financial planning consulting at $400 per hour (hourly fee negotiable)
Main office
117 River Trail Circle
King of Prussia PA 19406
Advisors at this office
1
Most active in
New Jersey · 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.
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.
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