F

Financial Advisory Services, LLC

Updated today

Client assets under management

$243,300,128

Clients

286

25% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

143

Very High

Average account size

$850,700

About

The firm provides discretionary investment management and related planning services to families, individual clients, high-net-worth individuals, trusts, businesses, and charitable foundations. Services described in the brochure include portfolio management along with investment, retirement, college funding, and business planning.

Portfolios are managed on a discretionary basis and composed primarily of mutual funds, ETFs, and individual equities and bonds, with ongoing monitoring and changes made as client needs or market conditions warrant. The firm applies fundamental, quantitative and qualitative analysis to security selection, generally avoids frequent or unusually high-risk trading, and allows clients to impose investment restrictions.

Notable features include a long operating history (founded in 1988) and roughly $257 million in assets under management served by a two-advisor team, resulting in a relatively high AUM-per-advisor profile for a small supported firm. The firm discloses use of an institutional custody relationship that provides access to institutional share classes and third‑party services, blocks and aggregates equity trades when advantageous, and lists senior personnel with advanced planning credentials and multi‑decade industry experience.

Client services

Financial planning Portfolio management

Expertise

Wealth management College savings (529s, UTMA, etc.) General retirement planning Business Financial Management

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually

Other

Account minimum: $100,000 Minimum fee: Minimum quarterly fee can be applied to any account (specific amount not stated)

Main office location

Financial Advisory Services, LLC

215 Baltimore Street

Hanover PA 17331, United States

Number of offices

3

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

Quick links

Advisors at this firm

user avatar

Sean H

ChFC®, Series 65

Hanover, PA

Financial Advisory Services, LLC

Sean Huston is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial advisory industry. He has been with Financial Advisory Services, LLC since 2005. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals including high-net-worth clients, trusts, businesses, and charitable foundations. The firm uses fundamental, quantitative, and qualitative analysis to build and monitor portfolios primarily composed of mutual funds, ETFs, individual equities, and bonds, managing accounts on a discretionary basis with client-imposed investment restrictions as needed.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Business Financial Management
user avatar

Ryan F

Series 63, Series 65

Gettysburg, PA

Financial Advisory Services, LLC

Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Business Financial Management
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