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Frank Hennessey

Ameritas Advisory Services, LLC
37 Years of Experience
Phoenixville, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Frank Hennessey is a registered investment advisor at Ameritas Advisory Services, LLC, based in Phoenixville, PA, with 37 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1260 Valley Forge Rd. Ste 107, Phoenixville, PA, 19460

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1987
Final Disposition
Criminal
January 1982
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frank is a 50% shareholder/agent at Premier Planning Group, an insurance agency, dedicating nearly full-time hours to managing staff and selling fixed insurance. He also owns commercial property through Premier Planning Properties and is a partner in Premier Planning Partners, LLC, a marketing organization, spending a few hours per week on the latter.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
October 2002 - June 2006 · 3 yrs 8 mos
Carillon Investments, INC.Broker
February 1990 - June 2006 · 16 yrs 4 mos
Capital Analysts, IncorporatedBroker
September 1988 - October 1989 · 1 yr 1 mo
State Registrations23 states
CACTDCDEFLIAILLAMAMDMNMTNCNJNYOHOKPASCTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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