# Hergenroeder Financial Advisors

Hergenroeder Financial Advisors is a Bank / Wealth / Trust based in Timonium, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Timonium, United States
- **Region:** North America
- **Address:** Timonium, MD, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** hfainc.net
- **LinkedIn:** https://www.linkedin.com/company/hergenroeder-financial-advisor

## Regulatory record

- **CRD number:** 121278
- **SEC file number:** 801-80882
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121278

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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