Benjamin Neil Haas

CFP

Great Valley Advisor Group, INC.

19 Years of Experience

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Firm Information

Great Valley Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

172 advisors

Number of Clients

33,099 clients

Average Client Portfolio

$294K average

Assets Under Management

$9.7B

Fee Structure

The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningReal Estate InvestingAnnuities

Advisor Information

Office location

172 West Main Street, Kutztown, PA, 19530

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2019

Settled

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Other Business ActivitiesSells Insurance

Benjamin is an agent for US Insurance Brokers selling non-variable insurance, including disability, accident, health, life, and long-term care, dedicating about a quarter of his time. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending nearly full-time on this activity.