Hershey Financial Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Hershey Financial Advisers reports 507 clients. They include 475 individual clients, 24 high-net-worth individuals and 4 charitable organizations. Of its assets, 99.2% ($150M across 917 accounts) are managed with discretion; $1.27M across 29 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 70% |
| High-net-worth individuals | 5% | 29% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 475 | $106M | 70.1% | $224K |
| High-net-worth individuals | 24 | $44.2M | 29.1% | $1.84M |
| Pension and profit-sharing plans | 2 | $450K | 0.3% | $225K |
| Charitable organizations | Fewer than 5 | $176K | 0.1% | $44.1K |
| Corporations and other businesses | Fewer than 5 | $526K | 0.3% | $263K |
| Total | 507 | $152M | 100% | — |
- Clients
- 475
- Regulatory AUM
- $106M
- AUM share
- 70.1%
- Avg. per client
- $224K
- Clients
- 24
- Regulatory AUM
- $44.2M
- AUM share
- 29.1%
- Avg. per client
- $1.84M
- Clients
- 2
- Regulatory AUM
- $450K
- AUM share
- 0.3%
- Avg. per client
- $225K
- Clients
- Fewer than 5
- Regulatory AUM
- $176K
- AUM share
- 0.1%
- Avg. per client
- $44.1K
- Clients
- Fewer than 5
- Regulatory AUM
- $526K
- AUM share
- 0.3%
- Avg. per client
- $263K
Total
- Clients
- 507
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Hershey Financial Advisers charges 0.50%–2.00% a year for its Investment advisory services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Planning fees are billed at a negotiated rate, usually $150 to a maximum of $250 per hour, or may be a fixed fee.
Greg Boll owns 50% to 75% of Hershey Financial Advisers. The leadership team of Hershey Financial Advisers includes Chief Compliance Officer Greg Boll. It has 6 employees, 2 of them in advisory roles.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Hershey Financial Advisers, LLC
Greg Boll
Control person · since February 2013
- Owns 25% to 50% of Hershey Financial Advisers, LLC
Nicholas Brightbill
since January 2020
Hershey Financial Advisers’ regulatory assets grew from $108M (May 2023) to $152M (March 2026); clients fell from 582 to 507 and employees from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $152M | 507 | 6 | 3 |
| Mar 2025March 2025 | $139M | 598 | 7 | 3 |
| Mar 2024March 2024 | $123M | 625 | 7 | 3 |
| May 2023May 2023 | $108M | 582 | 8 | 3 |
Besides its headquarters, Hershey Financial Advisers has 2 offices, with 3 listed addresses across 2 states.
Tennessee · 2 listed addresses
- 10420 Jackson Oaks Way Suite 101, Knoxville
- 222 E. Broadway BLVD. Suite 202, Jefferson City
Pennsylvania · 1 listed address
- 120 North Pointe BLVD, Suite 300, LancasterHQ
Contact and registration details
- Legal name
- Hershey Financial Advisers, LLC
- Headquarters
- 120 North Pointe BLVD, Suite 300, Lancaster, PA 17601
- Website
- hersheyfinancialadvisers.com
- Phone
- 717-295-8888
- SEC file
- 801-128090
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Hershey Financial Advisers does not have custody of client assets.
At year end, Hershey Financial Advisers’ separately managed accounts were mostly in funds (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $139M across 85 positions; the largest are Dell Technologies Inc. (4.8%), SPDR Series Trust (4.1%) and Pimco ETF TR (4.0%).
What the accounts hold
- Funds100%
How many clients does Hershey Financial Advisers have?
Hershey Financial Advisers has 507 clients and manages $152 million for them, as of March 2026. They include 475 individual clients, 24 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Hershey Financial Advisers offer?
Hershey Financial Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hershey Financial Advisers charge?
Hershey Financial Advisers charges 0.50%–2.00% a year for its Investment advisory services. The fee is billed in advance or in arrears and is negotiable.
How many financial advisors does Hershey Financial Advisers have?
Hershey Financial Advisers has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hershey Financial Advisers invest in?
At the end of its last fiscal year, Hershey Financial Advisers’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hershey Financial Advisers?
Hershey Financial Advisers’ direct owners are Greg Boll (50% to 75%) and Nicholas Brightbill (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Hershey Financial Advisers get paid?
Hershey Financial Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hershey Financial Advisers?
Hershey Financial Advisers’ main office is at 120 North Pointe BLVD, Suite 300, Lancaster, PA 17601. Its phone number is 717-295-8888. Its website is hersheyfinancialadvisers.com.
