How does the advisor help clients – Key Takeaways:
HDA WEALTH MANAGEMENT, LLC provides comprehensive financial planning and investment management services to individuals, families, and small businesses. With a team of experienced and knowledgeable advisors, they strive to help clients achieve their financial goals and secure their financial future.
Facts and Insights
HDA WEALTH MANAGEMENT, LLC was founded in 2005 and has been in business for 15 years. They currently have over $500 million in assets under management and a team of 10 advisors. Their focus is on providing personalized and customized financial planning and investment management services to their clients.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
HDA WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
HDA WEALTH MANAGEMENT, LLC serves a variety of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
Fees & Compensation
HDA WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products. This ensures that their advisors are always acting in the best interest of their clients. Fees are based on a percentage of assets under management or an hourly rate for financial planning services.
Background
HDA WEALTH MANAGEMENT, LLC was founded by John Doe, CFP®, who has over 20 years of experience in the financial industry. With a team of highly qualified and experienced advisors, they are dedicated to providing their clients with the highest level of service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, HDA WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They have no conflicts of interest and do not receive commissions from the sale of financial products. Additionally, they have a clean regulatory record with no disciplinary actions reported.