Hefren-Tillotson

Financial Advisor in Butler County, PA

Firm Info
Address: Brockley Professional Building, 99 W Sunbury Rd Suite 100, Butler, PA 16001, USA
Phone: (724) 283-3788

Firm Size
Assets Under Management: $12.4 billion
# of Advisors: 107
# of Clients: 30,861
Client to Advisor Ratio: 288:1
Average Account Size: $402,775
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Commissions

Get Connected with a Financial Advisor

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Hefren-Tillotson, Inc. Overview

HEFREN-TILLOTSON, INC. is a registered investment advisory firm that has been providing investment advice since 1997. Based in Pittsburgh, PA, the firm operates on a fee-based arrangement, offering financial planning services in addition to portfolio management. Whether it's individual or small business clients, the firm's portfolio management services are tailored to meet the unique needs of each client. Moreover, HEFREN-TILLOTSON, INC. is a broker-dealer, representing clients in buying and selling securities, managing investments, and providing investment advice. As an insurance broker/agent, the firm offers a range of insurance products to meet the diverse needs of its clients. HEFREN-TILLOTSON, INC. provides portfolio management services to businesses or institutional clients as well, ensuring that their investment portfolios are managed efficiently for maximum returns. With its vast range of services and a team of experienced financial advisors, the firm continues to offer high-quality financial solutions to its clients with a focus on helping them achieve their financial goals.

HEFREN-TILLOTSON, INC. offers comprehensive financial services to a range of different clients. They serve individuals, high net worth individuals, and charitable organizations, as well as state or municipal government entities and other corporation types not listed. They also provide services to pension or profit sharing plans. The firm is well-equipped to cater to the unique financial needs of each of these clients, with a team of experts offering specialized advice and guidance. For those seeking services from HEFREN-TILLOTSON, INC., the firm offers a range of fee structures depending on the service provided. Clients may choose to pay a percentage of assets under management, which is a fee based on the total value of the assets the firm is managing for the client. Alternatively, clients may opt to pay hourly fees for specific services provided. Commissions are another fee structure offered by the firm, where advisors receive compensation based on the products they sell to clients. These fee structures can be adjusted based on the specific needs of each client and the services they require. Overall, HEFREN-TILLOTSON, INC. aims to provide transparent and flexible options for clients seeking financial advice and management.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for HEFREN-TILLOTSON, INC. does not mention an investment minimum.

How This Office Can Help Butler County, PA Residents

Hefren-Tillotson is a trusted financial advisory firm that is highly skilled in assisting clients in Butler County, PA. The company understands the unique financial situations that someone living in Butler County might be facing, and offers tailored solutions to meet their individual needs. Hefren-Tillotson advisors take the time to listen to their clients and understand their goals. This ensures that they can offer different financial planning strategies that are customized to help their clients meet their financial goals. Butler County residents may face various financial challenges that Hefren-Tillotson can help them navigate successfully. For example, someone who has recently lost a job or may have difficulty paying bills might need guidance on saving, spending, and investment strategies. Individuals planning for retirement can also benefit from the comprehensive financial planning services offered by Hefren-Tillotson. The firm provides investment advice and wealth management services that can help clients maximize their savings and retirement plans. Ultimately, Hefren-Tillotson is committed to helping clients in Butler County build a stable financial future for themselves and their families.

To view the Minimum Investment and Fee Schedule for Hefren-Tillotson, Inc., visit their Part 2 Brochure.

Services Offered by Hefren-Tillotson, 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 Hefren-Tillotson, 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
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
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 Brockley Professional Building, 99 W Sunbury Rd Suite 100, Butler, PA 16001, USA
Phone (724) 283-3788
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–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
3 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 308 SEVENTH AVE, PITTSBURGH, PA 15222, United States

This firm has no other locations.


Disciplinary History

Hefren-Tillotson, Inc. does not have any disclosures. Please visit it's Form ADV for more details.