Todd
Pfleger

Advisory Services Network

CRD#4515079
Investment Advisor
in Hyannis, MA

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About this Advisor

Todd Pfleger is a personal financial specialist working in Hyannis, Massachusetts who has 1 year of industry experience. Pfleger is currently employed by Advisory Services Network. During their career, the advisor has held roles at Todd Pfleger Financial Services and Advisory Services Network, LLC. Pfleger is able to operate in Massachusetts. Advisory Services Network is an advisory business based in Atlanta, GA. The company has offices in 84 locations and a total of 212 people on staff. It handles $6 billion in assets under management among its 22,847 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 21 charities and foundations. Of its 22,847 accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. However, fees billed by Advisory Services Network most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

297 North Street Suite 211
Hyannis, MA 02601

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

MA Average: $3,570,121,308
Total Number of Employees

212

MA Average: 58
Total Number of Accounts

22,847

MA Average: 1,608
Average Account Size

$252,653

MA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Todd Pfleger Work History

Todd has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Advisory Services Network, LLC

2021 - 2021 (< 1 year)

Advisory Services Network, LLC

2000 - 2021 (21 years)

Todd Pfleger Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Todd Pfleger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

John Knox
Atlanta, GA
Adam Gross
Houston, TX
Mitchell Glasser
Atlanta, GA
Kaleb Bridgemohan
Tampa, FL
Kenneth Cordella
Atlanta, GA
Catherine Zieman
Atlanta, GA
Brian Moore
Atlanta, GA
Benjamin Taylor
Portage, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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