HERSHEY FINANCIAL ADVISERS, LLC
SEC RegisteredExperience a better way of living
About the firm
Hershey Financial Advisers provides personalized wealth management and financial planning services, guided by a commitment to integrity, compassion, and a faith-driven mission. The firm follows a structured process called The Better Way™, designed to take clients from uncertainty to clarity through assessment, planning, execution, and ongoing advocacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored financial services covering wealth management, investment planning, tax optimization, and estate planning.
Who they serve
High-net-worth individuals, business owners, C-suite executives, and families with complex financial needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 475 | $106M |
| High Net Worth Individuals | 24 | $44M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $450k |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $1,500,000 | 1.13% |
| $1,500,001 to $3,000,000 | 1.00% |
| Above $3,000,000 | 0.88% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HERSHEY FINANCIAL ADVISERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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