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About Harding Financial Group, LLC.
Harding Financial Group, LLC. is a renowned financial firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced and knowledgeable financial experts, Harding Financial Group, LLC. provides personalized financial solutions to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Creates customized financial plans based on the client’s specific needs and goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Uses a holistic approach to financial planning, considering all aspects of a client’s financial situation
- Provides ongoing support and guidance to clients, regularly reviewing and adjusting their financial plans as needed
Facts and Insights
Harding Financial Group, LLC. has a team of over 50 experienced advisors who are dedicated to helping clients achieve financial success. They have managed over $2 billion in client assets and have various partnerships with reputable financial institutions.
The firm follows a client-centric approach, ensuring that all recommendations and strategies are tailored to each client’s unique financial situation. This client-focused approach has resulted in numerous satisfied and loyal clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- College planning
Client Types
Harding Financial Group, LLC. serves a diverse group of clients, including individuals, families, small businesses, and corporations. Their team of advisors has the expertise and experience to cater to the unique financial needs of each client.
Fees & Compensation
Harding Financial Group, LLC. operates on a fee-only basis, which means they do not receive commissions or incentives for recommending specific financial products. This ensures that their recommendations are unbiased and solely in the best interest of their clients.
The firm’s fees are based on a percentage of the assets under management, with the exact percentage varying depending on the size and complexity of the client’s portfolio. Harding Financial Group, LLC. believes in transparent pricing, and their clients are always fully aware of the fees they will be charged.
Background
Harding Financial Group, LLC. was founded in 2000 by renowned financial expert, John Harding. With a vision to provide quality financial advice and services to individuals and businesses, John gathered a team of dedicated and experienced advisors, and the firm has been growing and thriving ever since.
Financial Advisor Disclosures to Know
All advisors at Harding Financial Group, LLC. are registered with the Securities and Exchange Commission (SEC) or the appropriate state regulatory agency. They have a fiduciary duty to act in the best interest of their clients at all times.
Additionally, any potential conflicts of interest are disclosed to clients beforehand, ensuring complete transparency and trust between the advisor and client.