Louis
Fancher

46 Peaks Investment Advisory Group

CRD#2772262
Investment Advisor
in Newtown, PA

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About this Advisor

Louis Fancher is a certified financial planner and chartered financial consultant operating in Newtown, Pennsylvania who has 3 years of relevant experience. Fancher is an employee of 46 Peaks Investment Advisory Group. Their career trajectory has included roles at Kb Financial Partners, LLC F/K/A Karr Barth Private Client Group, Kb Financial Partners, LLC, M Holding Securities, Inc and 46 Peaks Investment Advisory Group. Fancher maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania and Texas. 46 Peaks Investment Advisory Group is an advisory business operating out of Newtown, PA. It oversees $188 million in total assets between its 389 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 389 customer accounts, 59% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the financial services. Fee types charged by 46 Peaks Investment Advisory Group may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

760 Newtown Yardley Road Suite 114
Newtown, PA 18940

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46 Peaks Investment Advisory Group Brokerage Details

Total Assets Under Management

$187,974,393

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

389

PA Average: 3,342
Average Account Size

$483,225

PA Average: $4,737,880

Investment Advisory Services

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

Louis Fancher Work History

Louis has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

46 Peaks Investment Advisory Group

2012 - 2020 (8 years)

Kb Financial Partners, LLC

2012 - 2020 (8 years)

M Holding Securities, Inc

2000 - 2020 (20 years)

Kb Financial Partners, LLC F/K/A Karr Barth Private Client Group

*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 Louis Fancher 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 46 Peaks Investment Advisory Group

Brad Heindel
Newtown, PA
Erik Mosholt
Newtown, PA
Louis Fancher
Newtown, PA

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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