Old Security Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Old Security Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients, overseeing roughly $56 million across about 71 client relationships. Services include ongoing portfolio management, personalized investment policy development, and both basic and comprehensive financial planning engagements.
The firm implements discretionary strategies using fundamental, technical and cyclical analysis and may engage sub‑advisors or co‑advisors to implement model portfolios while retaining primary client contact and supervisory responsibility. Financial planning often involves coordination with other professionals and can include tax preparation, estate document review and liaison with accountants or attorneys as part of the planning process.
Distinctive for a firm of this size, Old Security Group is affiliated with both an insurance agency and a tax planning/preparation business, with approximately 40% of the principal’s time spent on those activities; the brochure discloses these relationships and the potential conflicts they create. The firm also routinely places client assets with third‑party co‑advisors and model providers and receives portions of fees from those arrangements while maintaining disclosure and fiduciary obligations.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000 depending on plan complexity
$0+: 1.75% annually for direct asset management (negotiable) $0+: Up to 1.5% annually for Advisory Alpha LLC co-advisory accounts $10,000+: Up to 1.2% annually for Matson Money co-advisory accounts (negotiable)
$250/hour for financial planning services
Fee-only: Financial planning fees: $250/hour; fixed fee $500-$1,500 for basic plan; $1,500-$5,000 for comprehensive plan
Main office
1475 Phoenixville Pike, Suite 103
West Chester PA 19380
Advisors at this office
1
Most active in
Delaware · Maryland · Pennsylvania
Also doing business as
Old Security Advisors, Inc · Old Security Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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