How does the advisor help clients – Key Takeaways:
HAMPTON FINANCIAL SERVICES is a highly experienced and knowledgeable financial advisor that has a proven track record of helping clients achieve their financial goals. With a strong focus on personalized and comprehensive financial planning, the firm provides a wide range of services to individuals, families, and businesses.
Facts and Insights
Founded in 1985, HAMPTON FINANCIAL SERVICES has been in the business for over 35 years, making it one of the most established and reputable financial advisory firms in the industry. The firm’s team of advisors is composed of highly qualified professionals, each with their own unique areas of expertise and extensive knowledge of the financial markets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management |
Number of Advisors |
Time in Business |
| $500 million |
10 |
35 years |
Financial Services Offered
HAMPTON FINANCIAL SERVICES offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of the key services provided by the firm include investment management, retirement planning, tax planning, estate planning, and risk management. The advisors at HAMPTON FINANCIAL SERVICES work closely with their clients to develop customized financial plans that are tailored to their unique financial situations and goals.
Client Types
The firm serves a wide range of clients, from individuals and families to large corporations and non-profit organizations. HAMPTON FINANCIAL SERVICES has the expertise and resources to assist clients at every stage of their financial journey, whether they are just starting out in their career or are planning for retirement.
Fees & Compensation
As a fee-only advisor, HAMPTON FINANCIAL SERVICES does not receive any commissions or compensation from third parties, ensuring that their recommendations are unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, providing a transparent and straightforward fee structure for their clients.
Background
The team at HAMPTON FINANCIAL SERVICES is dedicated to providing top-notch financial advice and exceptional personalized service to their clients. The firm’s advisors have extensive experience in the financial industry, and many hold advanced degrees and professional certifications, demonstrating their commitment to staying current with the ever-evolving financial landscape.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAMPTON FINANCIAL SERVICES is legally bound to act in the best interest of their clients and to disclose any potential conflicts of interest. The firm is also required to provide clients with a Form ADV, which includes information about their services, fees, and any disciplinary events that may have occurred.
