How does the advisor help clients – Key Takeaways:
Hapanowicz & Associates Wealth Management is a highly reputable financial advisory firm that offers expert financial advice and services to clients. They have built a strong reputation for providing personalized and innovative solutions to help clients achieve their financial goals.
The team at Hapanowicz & Associates Wealth Management consists of experienced financial experts who are dedicated to helping clients navigate the complex world of finance with ease. They work closely with their clients to understand their unique financial needs and develop tailored strategies to help them achieve their objectives.
Through their comprehensive range of services and deep industry knowledge, Hapanowicz & Associates Wealth Management has become a trusted partner for individuals and businesses seeking to achieve financial success.
Facts and Insights:
Founded in 2005, Hapanowicz & Associates Wealth Management has over 15 years of experience in the financial industry. Since its inception, the firm has grown to become a top-performing and highly sought-after financial advisory firm.
The firm’s success can be attributed to its dedicated team of over 10 experienced advisors who have a combined experience of over 100 years in the financial industry. This team is well-equipped to provide expert advice and deliver superior results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered:
Hapanowicz & Associates Wealth Management offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Insurance Planning
Client Types:
Hapanowicz & Associates Wealth Management caters to a wide range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their current financial situation.
Fees & Compensation:
As a fee-only advisory firm, Hapanowicz & Associates Wealth Management has a transparent fee structure and is compensated solely by fees paid directly by their clients. This ensures that their advice is always unbiased and in the best interest of their clients.
The firm’s fees are based on a percentage of the assets they manage or a fixed fee, depending on the services provided. They do not receive any commissions or third-party payments, which eliminates potential conflicts of interest.
Background:
The founder of Hapanowicz & Associates Wealth Management, John Hapanowicz, has over 25 years of experience in the financial industry. He holds several impressive credentials, including being a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
The firm’s team of advisors also have impressive credentials and are committed to ongoing education and professional development to stay ahead in the constantly evolving financial landscape.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), Hapanowicz & Associates Wealth Management is obligated to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients at all times.
They fully abide by the Securities and Exchange Commission (SEC) rules and regulations, which include disclosing any disciplinary events or actions taken against them or their advisors.