Brandywine Financial Group, Inc.

Retirement Planning Firm in Blue Bell, PA

Firm Info
Address: 1777 Sentry Pkwy W #205, Blue Bell, PA 19422, USA
Phone: (610) 828-1155

Firm Size
Assets Under Management: $104.1 million
# of Advisors: 1
# of Clients: 516
Client to Advisor Ratio: 516:1
Average Account Size: $201,828
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Brandywine Financial Group, Inc. Overview

Brandywine Financial Group, Inc. is a fee-based registered investment advisory firm based in Blue Bell, PA that has been providing investment advice since 2021. As a broker-dealer and insurance broker/agent, they offer a wide range of financial services to individuals and small businesses. Brandywine assists clients with financial planning, and portfolio management, as well as providing pension consulting services. Additionally, they offer educational seminars and workshops to help educate clients about personal finance topics. The firm prides itself on its ability to help clients navigate the complex world of investment and finance, providing guidance and recommendations to help achieve their long-term financial goals. Brandywine also provides a selection of other advisors for clients who may require specialized services, such as tax planning or estate planning. They also offer referral/solicitation services for clients who need assistance in finding the right advisor for their specific needs. With a commitment to ethical and transparent business practices, Brandywine Financial Group, Inc. has built a strong reputation as a trusted and reliable financial advisor. They work closely with clients to understand their unique financial situation and provide personalized recommendations that align with their long-term goals.

BRANDYWINE FINANCIAL GROUP, INC. is a financial services firm that caters to a wide range of clients. From individuals to high net worth individuals, the firm serves a diverse spectrum of clients with distinct financial needs. Irrespective of the client's financial status, the firm offers tailored solutions to cater to their needs and achieve their goals. In terms of fee structures, BRANDYWINE FINANCIAL GROUP, INC. provides multiple options depending on the services selected by the clients. One of the available fee structures is a percentage of assets under management (AUM), which is a fee-based model where clients pay an annual percentage of their total assets invested with the firm. Another available fee structure is the hourly model, where clients are charged based on the time spent by the financial advisor on their case. Lastly, clients may also opt for a fixed fee structure, which offers a predetermined fee for a specific service. Overall, the various fee structures available offer clients the flexibility to choose a method that suits their financial needs and preferences.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Brandywine Financial Group, Inc. is $100,000 for their Comprehensive Portfolio Management service. According to their Part 2 Brochure note about investment minimums, this requirement is generally not negotiable and must be maintained throughout the course of the client's relationship with the firm. The brochure does not mention any other investment minimums for their services.

How This Office Can Help Blue Bell, PA Residents

Brandywine Financial Group, Inc. is a financial advisory firm that assists clients in Blue Bell, PA in achieving their financial goals. They offer a range of services, including retirement planning, estate planning, investment management, tax planning, and insurance planning. Brandywine understands that each client's financial situation is unique, so they tailor their approach to meet the individual needs of each client. Living in Blue Bell, PA, there are several financial situations that one may be facing. For example, many residents in this area may be approaching retirement age and looking for guidance on how to make their retirement savings last. Others may be dealing with the complexities of estate planning and ensuring that their assets are properly distributed to their heirs. Additionally, with the cost of living in Blue Bell being higher than the national average, residents may be struggling to balance their budget and pay off their debt. Whatever the situation, Brandywine Financial Group, Inc. has the expertise and experience to provide sound financial advice and help clients achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Brandywine Financial Group, Inc., visit their Part 2 Brochure.

Services Offered by Brandywine Financial Group, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Brandywine Financial Group, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1777 Sentry Pkwy W #205, Blue Bell, PA 19422, USA
Phone (610) 828-1155
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Brandywine Financial Group, Inc. is registered to service clients in the following states:

  • Delaware
  • Florida
  • Maryland
  • New Jersey
  • Pennsylvania
  • Texas

Disciplinary History

Brandywine Financial Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.