Vaughn
Schill

Hyperion Partners, LLC

CRD#4316656
Investment Advisor
in Berwyn, PA

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About this Advisor

Vaughn Schill is a certified financial planner working out of Berwyn, Pennsylvania who has 5 years of industry experience. Schill is currently employed by Hyperion Partners, LLC. Over the course of their career, Schill has held roles at Vsr Financial Services, Inc, Vsr Advisory Services, Lane Bridgers Associates, LLC, Purshe Kaplan Sterling Investments, Bridgers Schill Wealth Management Group, LLC and Hyperion Partners, LLC. Schill has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Hyperion Partners, LLC is a registered investment business that has its headquarters in Berwyn, PA. It controls $288 million in assets under management among its 838 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 838 customer accounts, 33% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically depend on which service is provided. Fee types charged by Hyperion Partners, LLC likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1001 Old Cassatt Road Suite 208
Berwyn, PA 19312

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Hyperion Partners, LLC Brokerage Details

Total Assets Under Management

$287,791,440

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

3

PA Average: 41
Total Number of Accounts

838

PA Average: 3,342
Average Account Size

$343,427

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

Vaughn Schill Work History

Vaughn has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Hyperion Partners, LLC

2016 - 2018 (2 years)

Bridgers Schill Wealth Management Group, LLC

2013 - 2017 (4 years)

Purshe Kaplan Sterling Investments

2007 - 2013 (6 years)

Vsr Advisory Services

2006 - 2013 (7 years)

Vsr Financial Services, Inc

2006 - 2016 (10 years)

Lane Bridgers Associates, LLC

*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 Vaughn Schill 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 Hyperion Partners, LLC

John Peregrim
Berwyn, PA
Jeffrey Leber
Berwyn, PA
Vaughn Schill
Berwyn, 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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