Houseman Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services primarily for pooled vehicles and institutional clients, including retirement plans and 401(k) arrangements, and also offers financial planning, consulting, and public educational seminars. It delivers discretionary portfolio management through a third-party money manager and engages a third-party administrator for retirement plan accounting and participant reporting.
The firm’s investment process is grounded in fundamental, value-driven analysis with a long-term orientation, focusing on companies with durable balance sheets, steady earnings and dividend histories; option strategies such as covered calls or spreads are used only occasionally for hedging or targeted exposure. It develops written investment policies through personal discussions and written plans, and it vets and may introduce other advisers when clients require outside or specialized services.
Noteworthy for a firm in this category, it conducts no-cost, non-tailored seminars on direct-instrument and mutual fund investing—a relatively uncommon offering for investment managers—and it explicitly evaluates and selects other advisers before making introductions, including a referral relationship with an affiliated accounting practice. The firm also offers financial planning on an hourly or fixed-fee basis and, as a recently formed advisory, currently reports no assets under management.
Client services
Expertise
Fee options
Financial planning may be charged as a fixed fee; $500 may be due at inception and applied against initial invoice.
$0 - $3,000,000: 1.50% total annual fee (0.75% Houseman Financial LLC share + 0.75% CPS share) $3,000,001 - $5,000,000: 1.00% total annual fee (0.50% Houseman Financial LLC share + 0.50% CPS share) $5,000,001+: 0.75% total annual fee (0.375% Houseman Financial LLC share + 0.375% CPS share)
Negotiable hourly rate of $300 for financial planning and consulting services.
Fee-only: Financial planning and consulting fees charged on a negotiable hourly rate of $300; may be waived if CPS Investment Advisors selected for money management services.
Main office
15 West Main Street, Suite 1
New Freedom PA 17349
Advisors at this office
1
Most active in
Maryland · 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 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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