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Bryan Mahon

4 Years of Experience
1 DisclosureBroker

Bryan Mahon is a registered investment advisor at Faithward Advisors, LLC, based in Lancaster, PA, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,068 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
3,068 clients
Average Client Portfolio
$295K average
Assets Under Management
$906.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are subject to negotiation. Sub-advisory fee charged by affiliate SevenOneSeven shall not exceed 0.50% per year and is included in the fee charged by Faithward Advisors. Accounts of members of the same household and multiple accounts of a charity and its board members may be aggregated for purposes of determining the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History (1)
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Financial
September 2025
Pending
Employment History
Current Registrations
Faithward Advisors, LLC
March 2026 - Present · 1 mo
Osaic Wealth, INC.Broker
January 2026 - Present · 3 mos
Previous Registrations
Nylife Securities LLCBroker
December 2024 - January 2026 · 1 yr 1 mo
Vanguard Marketing CorporationBroker
March 2000 - January 2003 · 2 yrs 10 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.