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Hergenroeder Financial Advisors
Hergenroeder Financial Advisors is an SEC-registered investment adviser in Timonium, MD, since 2015. The firm manages approximately $305 million in assets.
Hergenroeder Financial Advisors
Hergenroeder Financial Advisors is an SEC-registered investment adviser in Timonium, MD, since 2015. The firm manages approximately $305 million in assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Timonium
Corporate office
Timonium, MD, United States
Frequently asked questions
Is Hergenroeder Financial Advisors a fiduciary?
Yes. As a registered investment advisor, the firm is bound by the fiduciary standard under the Investment Advisers Act of 1940, which legally requires it to act in the best interests of its clients. This distinguishes it from broker-dealer advisors who operate under a less stringent suitability standard.
What differentiates this firm from a bank-based financial advisor?
Hergenroeder operates as an independent RIA, meaning it is not affiliated with a bank, wirehouse, or broker-dealer. This structure eliminates pressure to sell proprietary products and allows the firm to select investments from the open market. The fee-only model also avoids the transaction-based conflicts present in commission-driven advisory relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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