Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$243,300,128
Clients
286
Advisors
2
across 2 offices
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
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
Account minimum: $100,000 Minimum fee: Minimum quarterly fee can be applied to any account (specific amount not stated)
Main office
See office215 Baltimore Street
Hanover PA 17331
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Also doing business as
Financial Advisory Services, LLC · Harry R. Holm, Chfc · Harry R. Holm, Chfc Financial Advisory Services · Harry R. Holm, Financial Advisory Services, L.L.C.
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.
Advisors at this firm
Sean H
ChFC®, Series 65
Hanover, PA
Financial Advisory Services, LLC
Sean Huston is a ChFC® credentialed financial advisor with 21 years of industry experience. He has been with Financial Advisory Services, LLC since 2005, working in Hanover, PA. Financial Advisory Services, LLC provides discretionary investment management and related planning services to a variety of clients including families, high-net-worth individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis in managing portfolios primarily composed of mutual funds, ETFs, and individual equities and bonds.
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.
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