# Financial Advisory Services, LLC

> Financial Advisory Services, LLC is an SEC-registered investment advisory firm in Hanover, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 122053
- Filed as: FINANCIAL ADVISORY SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hanover, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122053
- AdvisorCensus page: https://advisorcensus.com/firm/financial-advisory-services-llc-hanover-pa-122053

## Quick answers

**How is Financial Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Financial Advisory Services, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $1,000,000: 1% a year; Above $1,000,000: 0.85% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Financial Advisory Services, LLC located?**
Financial Advisory Services, LLC's principal office is in Hanover, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Financial Advisory Services, LLC registered with the SEC or a state?**
Financial Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 122053.

**How much does Financial Advisory Services, LLC manage?**
Financial Advisory Services, LLC reports $256,874,310 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Financial Advisory Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Financial Advisory Services, LLC: Regulatory assets under management: $173,591,728 in the October 2021 data and $256,874,310 in the October 2026 data, up 48%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (71); charitable organizations (6).

**Which custodians does Financial Advisory Services, LLC use?**
Financial Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122053

**Does Financial Advisory Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The Firm generally requires a minimum initial account size for new clients of $ 100,000, but may waive this requirement in appropriate circumstances."

**What changed in Financial Advisory Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $229,974,922 to $256,874,310 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Up to $1,000,000: 1% a year
- Above $1,000,000: 0.85% a year

> The Firm’s fee schedule is 1.0% for the first $1M under management, and 0.85% for the second $1M under management or more.

> Investment management fees range from 0. 2% to 1.00% annually, and are assessed quarterly, in arrears, based on the value of funds invested

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The Firm generally requires a minimum initial account size for new clients of $ 100,000, but may waive this requirement in appropriate circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $256,874,310
- Discretionary: $256,874,310
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $91,197,611 |
| High net worth individuals | 71 | $152,102,517 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 6 | $3,587,212 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 6 | $9,986,970 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Gettysburg, PA
- York, PA

### Websites listed on Form ADV (Item 1.I)
- [hustonfox.com](https://hustonfox.com)
- LinkedIn @RYAN-FOX-11959811
- LinkedIn @SEAN-HUSTON-684632AB

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $173,591,728 | 2 | March 29, 2021 |
| October 2022 | $181,749,115 | 2 | March 24, 2022 |
| October 2023 | $173,612,787 | 2 | March 23, 2023 |
| October 2024 | $204,397,164 | 2 | March 18, 2024 |
| October 2025 | $229,974,922 | 2 | March 27, 2025 |
| October 2026 | $256,874,310 | 2 | March 26, 2026 |

Regulatory assets under management: $173,591,728 in the October 2021 data and $256,874,310 in the October 2026 data, up 48%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $229,974,922 to $256,874,310 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Advisory Services, LLC (CRD 122053): Form ADV filing data as of October 2026.