Philip Paschang
Philip Paschang is a CFP, ChFC-designated registered investment advisor at Prairie Advisory, LLC, based in West Chester, PA, with 39 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are either asset based up to 1.50% or a fixed amount depending on various factors.
Fee Estimator
Location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business Activities
Philip is a managing member of PJP Properties, LLC, a real estate rental business, dedicating minimal time. He also serves as a board member for Catholic Charities, overseeing their endowment fund, and spends full-time as an IAR with Wealthcare Advisory Partners, LLC.
Employment History
Current Registrations
Prairie Advisory, LLC
Wealthcare Advisory Partners LLC
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities Corporation
Prosperity Network, INC
Vestax Securities CorporationBroker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.