Stephanie Baity is a CFP-designated registered investment advisor at Alliance Financial, based in Carlisle, PA, with 10 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 655 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.55% |
| $750K - $1.2M | 1.50% |
| $1.3M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Location
43A Brookwood Ave, Carlisle, PA, 17015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie operates under several DBAs for her LPL business, including Jacqueline L. Powell & Associates, Inc. and Alliance Financial. She also provides investment advisory services through Alliance Financial as an IAR, dedicating full-time hours to this activity, and works as a poll worker, dedicating minimal time.
Employment History
Current Registrations
Alliance Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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