How does the advisor help clients – Key Takeaways:
At HPA FINANCIAL GROUP, LLC, every financial advisor is committed to providing expert guidance and support to help clients achieve their financial goals. Through personalized strategies and in-depth financial knowledge, clients can trust that their wealth is in capable hands.
Facts and Insights
Here are some key facts and insights about HPA FINANCIAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
HPA FINANCIAL GROUP, LLC offers a range of financial services to cater to the unique needs of each client. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
HPA FINANCIAL GROUP, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Families
- Retirees
- Young professionals
Fees & Compensation
At HPA FINANCIAL GROUP, LLC, fees are charged on a fee-only basis, meaning advisors do not receive commission for recommending investment products. This ensures that client recommendations are in their best interest and not influenced by potential compensation.
Fees are typically a percentage of assets under management, with rates varying based on the complexity and scope of services provided.
Background
The team at HPA FINANCIAL GROUP, LLC is comprised of experienced financial advisors with diverse backgrounds and expertise. Every advisor has a deep understanding of the financial industry and is committed to ongoing education and staying up to date on industry trends.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand any potential conflicts of interest or disciplinary actions on their record.
At HPA FINANCIAL GROUP, LLC, all advisors operate under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This means they must disclose any conflicts of interest and cannot recommend products or strategies that are not suitable for the client’s financial situation.
In addition, the firm has a clean record with no disciplinary actions on their record.