Hamel Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$524,358,339
Clients
123
Advisors
4
across 3 offices
About
Hamel Associates, Inc. is a wealth management firm that primarily serves high‑net‑worth individuals, offering investment management, financial planning, and tax preparation services. For very high net worth clients the firm may also introduce private equity, venture capital, and real estate opportunities and manages both discretionary and non‑discretionary accounts.
The firm follows a value‑oriented investment approach, emphasizing price relative to business value, dividend‑paying large‑cap stocks, and investment‑grade fixed‑income for diversification, with typical holding horizons of two to five years. Portfolios may include direct securities, mutual funds and ETFs, and occasionally precious metals, commodities, and other alternatives; the brochure notes that Hamel does not manage ESG portfolios and does not use artificial intelligence in its advisory or client communications.
Compared with many peers, Hamel explicitly discloses the use of derivatives (options) and the potential use of borrowing/margin in separately managed accounts when authorized by clients, and it highlights the additional risks and potential fee conflicts those strategies can create. The firm also notes it may hold standing letters of authorization that create constructive custody for certain accounts and describes oversight measures (a Code of Ethics, pre‑clearance and trading restrictions) intended to mitigate related conflicts.
Client services
Expertise
Occupation focus
Fee options
Negotiated flat fees offered on occasion as alternative to AUM fees
$0 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.5%
Main office
See office1150 Glenlivet Dr., Suite A-12
Allentown PA 18106
Advisors at this office
2
Offices (3)
Most active in
California · Florida · Georgia · Missouri · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Hamel Associates Inc · Hamel Associates,Inc.
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
Keith T
CFP®, Series 63, Series 65
Chatham, NJ
Hamel Associates, Inc.
Keith Tucholski is a CFP® professional with 23 years of industry experience, currently serving at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and operates out of Chatham, NJ. Hamel Associates, Inc. is a wealth management firm that primarily serves high-net-worth individuals, offering investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach focused on large-cap dividend-paying stocks and investment-grade fixed income, and it manages both discretionary and non-discretionary accounts.
Joshua T
Series 65
Atlanta, GA
Hamel Associates, Inc.
Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.
Pasquale H
Series 65
Allentown, PA
Hamel Associates, Inc.
Pasquale Hamel is a Series 65-licensed advisor with 22 years of industry experience, currently serving at Hamel Associates, Inc., where he has worked since 2001. The firm is a team of four advisors based in Allentown, PA. Hamel Associates, Inc. is a wealth management firm primarily serving high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers additional private equity, venture capital, and real estate opportunities to very high net worth clients.
Marisa Y
Series 63, Series 65
Allentown, PA
Hamel Associates, Inc.
Marisa Yannuzzi is a financial advisor at Hamel Associates, Inc. with five years of industry experience. She holds the Series 63 and Series 65 designations and has been with Hamel Associates since 2006. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm employs a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers access to private equity, venture capital, and real estate opportunities for very high-net-worth clients.
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