How does the advisor help clients – Key Takeaways:
Hodos Wealth Group, LLC is a highly reputable financial firm that provides expert financial advice to its clients using a comprehensive and personalized approach. The firm’s experienced team of advisors offers customized financial solutions to help clients achieve their financial goals and build a secure future for themselves and their families.
Hodos Wealth Group, LLC has a wide range of services and resources that cater to the unique needs and preferences of their clients. Their team of financial experts takes the time to get to know each client, understand their financial goals and needs, and develop a customized plan to help them achieve financial success.
The firm’s goal is to educate and empower their clients to make informed financial decisions and to manage their wealth successfully. They provide personalized and hands-on support to clients to help them navigate complex financial markets and make informed investment decisions.
Facts and Insights
Hodos Wealth Group, LLC was founded in 2005 by John Hodos, a highly experienced financial expert with over 25 years of experience in the industry. Since then, the firm has become a leader in the financial sector, with a strong reputation for providing expert financial guidance and exceptional service to their clients.
The firm has grown significantly in the past 15 years and now has over $500 million in assets under management (AUM). They have a team of 10 advisors who are all highly qualified and experienced in various areas of finance. The firm services a wide range of clients, including high-net-worth individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Hodos Wealth Group, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their experienced team of advisors can provide specialized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
Hodos Wealth Group, LLC charges a fee for their financial advisory services, which is typically based on a percentage of the client’s assets under management. The firm is committed to providing transparent and competitive pricing to their clients, and all fees are discussed and agreed upon before any services are rendered.
Background
Hodos Wealth Group, LLC was founded by John Hodos, who is a highly experienced and reputable financial advisor with over 25 years of experience in the industry. The firm’s team of advisors is also highly qualified and experienced in various areas of finance, including investment management, retirement planning, and estate planning.
Financial Advisor Disclosures to Know
As a highly reputable firm, Hodos Wealth Group, LLC adheres to strict regulatory requirements and always acts in the best interest of their clients. They have no disclosures on their record, indicating a clean and trustworthy reputation.