Park Lane Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Founded in 2024, Park Lane Financial Group LLC provides discretionary asset management and financial planning and consulting to individuals and small business entities, managing approximately $11.5 million in discretionary assets across roughly 53 client relationships. The firm offers full financial plans, ongoing planning, and consultation services, and also sells insurance products for commission.
Park Lane manages client portfolios using methods such as fundamental analysis, Monte Carlo modeling and cyclical analysis, and it may hire sub‑advisors to implement investment models and execute trades. The firm charges percentage‑of‑AUM advisory fees and typically requires a $100,000 account minimum (which may be lowered or waived in certain cases).
Noteworthy aspects disclosed in the brochure include that firm personnel are licensed insurance agents and sell insurance for separate commissions (the brochure indicates about 10% of a principal’s time is devoted to that activity), a potential conflict of interest the firm addresses through disclosures and fiduciary obligations. The firm also notes it does not emphasize high‑net‑worth clients relative to many peers, and it uses option and derivative strategies and the authority to appoint sub‑advisors as part of its investment program.
Client services
Expertise
Occupation focus
Fee options
Full Financial Plan fixed fees range from $1,500 to $12,000; Ongoing Financial Planning is a fixed annual fee from $100 to $1,000 paid monthly in advance.
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $3,000,000: 0.80% annually $3,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.45% annually
Firm sells insurance products for commission through licensed insurance agents.
Consultation Services billed at $350 per hour.
Account minimum: $100,000 Fee-only: Full Financial Plan fees range from $1,500 - $12,000 fixed fee; Consultation Services billed at $350 per hour; Ongoing Financial Planning Services fixed annual fee ranges from $100 to $1,000 paid monthly in advance.
Main office
843 Exeter Ave.
West Pittston PA 18643
Advisors at this office
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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
Advisors at this firm
Cade B
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.
Christopher G
Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at StoneX Advisors Inc. and Stonex Securities Inc., where he worked for over a decade. He is also president of Grudzinski Financial Services, LLC, where he offers life, annuity, and long-term care products when client needs are identified. Park Lane Financial Group LLC provides discretionary asset management, financial planning, and consulting services to individuals and small businesses. The firm employs methods such as fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may engage sub-advisors to implement investment strategies.
Tanner V
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.
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