Sector Analysts LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sector Analysts, LLC serves individual and high‑net‑worth clients with discretionary asset management and standalone financial planning and consulting. The firm reports managing about $238.2 million in discretionary assets and delivers asset management exclusively through a firm‑sponsored wrap fee program, while its planning services address matters ranging from retirement and estate planning to corporate structure, cost segregation studies, and insurance analysis.
Investment decisions draw on fundamental, technical, and cyclical analysis and employ ETFs, mutual funds, and individual equities as appropriate, with strategic, tactical and dynamic asset‑allocation approaches used to align portfolios with client objectives. The firm typically maintains client cash in money market funds, CDs and other short‑term instruments, and recommends Schwab as the primary qualified custodian to execute and clear trades.
Sector Analysts is notable for an unusually high client load per advisor — 677 clients supported by two advisors — and an operational model that requires asset management through its wrap program rather than separate account management. Its personnel are also registered representatives of a broker‑dealer and licensed insurance agents, allowing commissionable securities and insurance product transactions alongside advisory services, a structure the firm discloses and addresses in its policies.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services range from $500 to $3,000.
Representatives receive commissions from sale of securities and mutual funds as registered representatives of PKS.
Hourly fee for financial planning and consulting services up to $150/hour.
Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis: Hourly fee up to $150/hour; flat fees range from $500 to $3,000.
Main office
6126 Hamilton Blvd., Suite 103
Allentown PA 18106
Advisors at this office
2
Most active in
Delaware · Florida · Louisiana · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Also doing business as
Sector Analysts · Sector Analysts LLC
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John T
Series 63, Series 65
Allentown, PA
Sector Analysts LLC
John Tumolo is a financial advisor with Sector Analysts LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously spent 11 years with LPL Financial LLC. Outside of his advisory role, Tumolo is involved with Tumolo Financial Group, where he provides fixed insurance products including life, health, and long-term care coverage. Sector Analysts LLC serves individual and high-net-worth clients with financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset-allocation approaches, managing assets primarily through its sponsored wrap fee program.
Patrick H
Series 63, Series 65
Allentown, PA
Sector Analysts LLC
Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset allocation, managing assets through a proprietary wrap fee program.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)