How does the advisor help clients – Key Takeaways:
Hawthorne Wellman Financial Planning, LLC provides expert financial services to individuals and businesses. With a team of experienced advisors, they offer personalized solutions and comprehensive planning to help clients reach their financial goals.
Facts and Insights
Founded in 2005, Hawthorne Wellman Financial Planning, LLC has been in the financial industry for over 15 years. With a strong track record of successful client relationships, their team has accumulated valuable insights to guide their clients towards financial stability.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $150 million | 10 |
Financial Services Offered
Hawthorne Wellman Financial Planning, LLC offers a wide range of financial services to cover all aspects of their clients’ financial needs. Their services include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Risk management
Client Types
Hawthorne Wellman Financial Planning, LLC caters to a diverse clientele including:
- Individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Hawthorne Wellman Financial Planning, LLC operates with a fee-only structure, meaning they do not earn any commission from selling financial products. This approach ensures that their advice is unbiased and solely based on the best interests of their clients. Fees are determined on a case-by-case basis, depending on the complexity of the client’s financial situation.
Background
The team at Hawthorne Wellman Financial Planning, LLC is composed of highly qualified and experienced professionals, including certified financial planners (CFPs) and chartered financial analysts (CFAs). They are committed to ongoing education and staying up-to-date with the latest industry trends and strategies.
Financial Advisor Disclosures to Know
· Hawthorne Wellman Financial Planning, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
· All advisors at Hawthorne Wellman Financial Planning, LLC have a fiduciary duty to act in the best interests of their clients.
· Advisors at Hawthorne Wellman Financial Planning, LLC may have affiliations with certain financial products or services, but they are required to disclose any potential conflicts of interest to their clients.
Whether you are an individual looking for guidance in building your wealth, or a business seeking financial planning services, Hawthorne Wellman Financial Planning, LLC has the expertise and resources to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.