Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The cost for financial planning depends on the complexity and time involved. Retirement plans range from $3,000 to $4,000, and comprehensive plans range from $3,500 to $4,500. Segmented plans or contracts less than one year may have lower fees. Half the fee is due upfront, and the final half is invoiced after the plan presentation. After the first year, clients transition to a monthly financial consulting service based on hourly rates: $200/hour for a CFP and $100/hour for staff. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
45 Wyntre Brooke Drive, York, PA, 17403
Get directionsRegulatory History
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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Mary operates The Financial Advisory Group as a DBA for her LPL business and provides financial planning and consulting services through the same group as a Registered Investment Advisor, where she is also the Chief Compliance Officer. Mary also owns rental real estate property, dedicating minimal time to it.