Christopher Mark Hershey
CH
CFP
Christopher Mark Hershey
CH
CFP

Christopher Mark Hershey

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
982 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Fees are negotiable.

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

Christopher Mark Hershey
CH
Christopher Mark Hershey

Location

2025 Lititz Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rodgers & Associates
September 2019 - Present · 6 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Additional Information

Chris Hershey, CFP®, CRPC® joined the Rodgers & Associates’ team in June of 2019 with over five years of experience in the financial advice industry. Prior to joining the firm, he served as a supervisor of financial planning at eMoney Advisor®—a wealth management technology company based in Radnor, PA. Chris decided he wanted to become a financial adviser when he started to take control of his own personal finances. He was amazed at the level of complexity involved in this process and wanted to help others learn how to make smart decisions with their money. He chose Rodgers & Associates because of their holistic approach to financial planning and their commitment to acting in the best interests of their clients.

Christopher Mark Hershey
CH
Contact
Christopher Mark Hershey