Facts and Insights
HARDY & HARDY CO LLC is a trusted and reputable financial advisory firm that specializes in helping clients achieve their financial goals. With years of experience in the industry, the firm has established itself as a financial expert and has been consistently recognized for its exceptional services.
How does the advisor help clients – Key Takeaways:
The team at HARDY & HARDY CO LLC prides itself on providing unbiased and personalized financial advice to its clients. By thoroughly understanding each client’s specific financial situation, the advisors are able to create tailored strategies to help them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
HARDY & HARDY CO LLC works with a diverse range of clients including individuals, families, and small businesses. They also have expertise in working with high net worth individuals and offer specialized services for their unique financial needs.
Fees & Compensation:
The firm operates on a fee-only structure, which means they do not receive any commissions or incentives for recommending specific investments or financial products. This allows the advisors to provide objective and unbiased advice to their clients.
Background:
HARDY & HARDY CO LLC was founded by John and Jane Hardy, both certified financial planners with years of experience in the financial industry. The firm has a team of highly qualified advisors who hold various certifications and have expertise in different areas of financial planning.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HARDY & HARDY CO LLC has a fiduciary duty to act in the best interest of their clients at all times. This means they are legally bound to disclose any conflicts of interest and always prioritize their clients’ needs above their own.