Advent Partners offers two financial planning solutions that make it easier for you to achieve both financial peace of mind and greater philanthropic power. No matter which option you choose, our exclusive Set.Ready.GoTM process is integrated throughout to make your entire experience clear, simple, and educational.
Monthly Fee Based on Complexity:
$150 to $600+
Annual Fee Based on Assets Under Management:
0.55% to 1.65%
Our process and deliverables can vary based on which Advent Partners solution you choose. Please contact us for complete details.
Our Certified Financial Planners® evaluate and monitor more than 100 factors that can impact your financial wellness—down to your auto insurance policies and identity theft risk—to make sure you’re protected from all of life’s what-ifs.
We believe that financial literacy is the cornerstone of financial wellness. With our education-first approach, you’ll have a clear-eyed, jargon-free understanding of where your money is, where it’s going, and what tools make the most sense for achieving your financial goals.
Our support doesn’t end in our office. We’ll prepare, schedule, and advocate for you at meetings with your attorney, CPA, and other professional service providers to ensure that your entire team is aligned and looking out for your financial wellness.
From smarter tax strategies to free programs like Thrivent Choice Dollars, we give you more ways to safely and securely support the people and causes that matter to you.
With every Advent Partners plan, we make sure every aspect of your financial wellness is covered, so that you’re financially prepared, protected, and purposeful.
Phone: 866-334-5451
Fax: 717-334-8680
Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325
Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011
Download the Form CRS Relationship Summary
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.
Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. DISCLOSURES
Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Advent Partners are not affiliated companies.
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