HERSHEY FINANCIAL ADVISERS, LLC

CRD 149907File 801-128090

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.7M

Bottom 25% of cohort (national)

Discretionary AUM

$150.4M

Non-discretionary $1.3M

Clients

507

946 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 8, 2023
Principal office: 120 NORTH POINTE BLVD, SUITE 300, LANCASTER, PA, 17601
Phone: 717-295-8888
Website: HTTP://WWW.HERSHEYFINANCIALADVISERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.7M
Discretionary AUM: $150.4M
Non-discretionary AUM: $1.3M
Discretionary accounts: 917
Non-discretionary accounts: 29
Total accounts: 946
AUM per client: $299K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$526K
Charitable organizations	Fewer than 5	$176K
High net worth individuals	24	$44.2M
Pension and profit sharing plans	2	$450K
Individuals (other than high net worth individuals)	475	$106.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.