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HERSHEY FINANCIAL ADVISERS, LLC

LANCASTER, PA · CRD 149907 · IAPD ↗ · hersheyfinancialadvisers.com · 717-295-8888

$151.7MRegulatory AUM
2Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — HERSHEY FINANCIAL ADVISERS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2024 — HERSHEY FINANCIAL ADVISERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.