Fident Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fident Financial is a fee-only independent adviser that provides financial planning and portfolio management to individuals, high‑net‑worth clients, business entities, and employee benefit plans. The firm offers both limited-term fixed-fee planning engagements and ongoing planning alongside discretionary investment management and pension consulting for plan sponsors.
The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, with the incorporation of factor exposures such as value, momentum and small‑cap tilts when appropriate. Portfolios are built to an individual investment policy and risk profile and are managed on a discretionary, fiduciary basis.
What distinguishes the firm from many solo independents is its pension consulting practice for ERISA plans — including plan‑level advice, fund selection, participant education and performance monitoring — paired with “microplanning” one‑on‑one meetings for plan participants. The brochure also discloses use of custodial platforms that offer an optional securities lending program and recent updates to custody and billing disclosures following a regulatory examination.
Client services
Expertise
Fee options
Initial Financial Planning fixed fee ranging from $3,000 to $6,500 (negotiable)
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $1,250,000: 0.60% $1,250,001+: 0.50%
Ongoing comprehensive financial planning paid monthly at $500/month (part of $6,000 annual minimum fee)
Minimum fee: Household minimum fee of $6,000/year for ongoing comprehensive financial planning, which may be reduced by investment management fees Fee-only: Fee-only firm, not affiliated with any commission-based entities, no commissions accepted
Main office
Lancaster PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Dominion Advisory, LLC · Fident Financial, LLC
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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