# Hershey Financial Advisers, LLC

> Hershey Financial Advisers, LLC is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 149907
- Filed as: HERSHEY FINANCIAL ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149907
- AdvisorCensus page: https://advisorcensus.com/firm/hershey-financial-advisers-llc-lancaster-pa-149907

## Quick answers

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

**How much does Hershey Financial Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $150 to $250 an hour (investment planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Hershey Financial Advisers, LLC registered with the SEC or a state?**
Hershey Financial Advisers, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 149907.

**How much does Hershey Financial Advisers, LLC manage?**
Hershey Financial Advisers, LLC reports $151,711,016 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Hershey Financial Advisers, LLC's assets and staff changed since 2023?**
In the Form ADV data for Hershey Financial Advisers, LLC: Regulatory assets under management: $107,909,674 in the October 2023 data and $151,711,016 in the October 2026 data, up 41%. Total employees: 8 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hershey Financial Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (475); high net worth individuals (24); charitable organizations (4).

**Does Hershey Financial Advisers, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149907

**What changed in Hershey Financial Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $150 to $250 an hour (investment planning services)

> HFA provides investment planning services consistent with individual client's financial and tax statues, risk tolerance and investment objectives. Fees are billed at a negotiated rate between the parties. Hourly fees usually range from $150 to a maximum rate of $250 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $151,711,016
- Discretionary: $150,436,920
- Non-discretionary: $1,274,096

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 475 | $106,335,306 |
| High net worth individuals | 24 | $44,223,603 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $449,657 |
| Charitable organizations | 4 | $176,433 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $526,017 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, PA, TN, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149907

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jefferson City, TN
- Knoxville, TN

### Websites listed on Form ADV (Item 1.I)
- hersheyfinancialadvisers.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,909,674 | 8 | May 2, 2023 |
| October 2024 | $123,044,352 | 7 | March 21, 2024 |
| October 2025 | $139,268,500 | 7 | March 24, 2025 |
| October 2026 | $151,711,016 | 6 | March 31, 2026 |

Regulatory assets under management: $107,909,674 in the October 2023 data and $151,711,016 in the October 2026 data, up 41%.
Total employees: 8 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hershey Financial Advisers, LLC (CRD 149907): Form ADV filing data as of October 2026.