Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$7,500
Hourly Rate:Up to $350/hr

Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

136 North Church, West Chester, PA, 19380

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alera Investment Advisors, LLC
May 2025 - Present · 8 mos
Trinity Investment Advisors, LLC
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cerity Partners Retirement Plan Advisors
April 2019 - February 2021 · 1 yr 10 mos
Calton & Associates, INC. Broker
May 2014 - July 2017 · 3 yrs 2 mos
Blue Prairie Group,llc
May 2014 - April 2019 · 4 yrs 11 mos
Financial Telesis, INC.
June 2011 - February 2014 · 2 yrs 8 mos
Financial Telesis INCBroker
January 2011 - February 2014 · 3 yrs 1 mo
LPL Financial LLC Broker
November 2010 - February 2011 · 3 mos
Nrp Financial, INC.Broker
January 2008 - November 2010 · 2 yrs 10 mos
Securian Financial Services, INC.Broker
July 2004 - December 2007 · 3 yrs 5 mos
Ferris, Baker Watts IncorporatedBroker
January 2002 - June 2004 · 2 yrs 5 mos
Mid Atlantic Investor Services, INC.Broker
June 2001 - December 2001 · 6 mos
Wall Street AccessBroker
April 2000 - June 2001 · 1 yr 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.