Hershey Financial Advisers, LLC fees and pricing

Financial planner in Lancaster, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Hershey Financial Advisers, LLC charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Hourly fees usually range from $150 to a maximum rate of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees are calculated and billed quarterly in advance or in arrears as selected by the client.”
“For clients who pay in advance, should they terminate their relationship with us before the end of the billing period we will refund them any unearned fees pro-rata from the date of termination to the date of the end of the billing period.”
“Fees are billed at a negotiated rate between the parties.”

Its hourly rate of $150-$250 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
2 of the 12 other planners in Lancaster that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 499
Employees: 6
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $151,711,016
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 149907
Website: hersheyfinancialadvisers.com (opens in new tab)
Phone: (717) 295-8888

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.