How does the advisor help clients – Key Takeaways:
Huffman Financial Services Inc. is a leading financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, the firm provides personalized and comprehensive financial planning and investment management services. Through a holistic approach, they assist clients in creating a roadmap for their financial future and guide them along the way towards financial success.
This article will provide key insights and facts about Huffman Financial Services Inc., including their assets under management, the services they offer, and their background. It will also discuss the types of clients they serve and their fees and compensation structure.
Facts and Insights
Founded in 2005, Huffman Financial Services Inc. has been in business for 15 years and has established a strong reputation in the financial industry. The firm manages over $500 million in assets for their clients, making them a significant player in the market. With a team of 10 advisors, they have the expertise and resources to provide top-notch financial advice and services to their clients.
Huffman Financial Services Inc. prides itself on providing personalized and comprehensive financial planning and investment management services. Their goal is to assist clients in achieving their financial goals and giving them peace of mind when it comes to their finances. Through a collaborative approach, the firm works closely with clients to understand their unique financial situation and create a customized plan that aligns with their objectives and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Huffman Financial Services Inc. offers a wide range of financial services to help clients achieve their financial goals. They specialize in comprehensive financial planning, investment management, retirement planning, and insurance and risk management. Their team of advisors has expertise in various areas, allowing them to provide well-rounded financial advice and services to their clients.
Client Types
The firm serves a diverse group of clients, including individuals, families, and small business owners. They also have a significant number of high-net-worth and ultra-high-net-worth clients, who have complex financial needs and require advanced financial planning and investment management services.
Fees & Compensation
Huffman Financial Services Inc. has a fee-only compensation structure, which means they do not earn commissions or receive any financial incentives for recommending specific products or services to clients. This ensures that their advisors always act in the best interest of their clients and do not have any conflicts of interest. The firm’s fees are based on a percentage of the assets under management, and they also offer hourly or flat fees for specific services.
Background
Huffman Financial Services Inc. was founded by James Huffman, an industry veteran with over 30 years of experience in the financial sector. He assembled a team of highly qualified and experienced advisors to provide comprehensive financial planning and investment management services to clients. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
Huffman Financial Services Inc. operates with full transparency and adheres to all regulatory requirements in the financial industry. They have a clean record with no disciplinary actions or regulatory sanctions against them. Their advisors are also required to disclose any potential conflicts of interest to clients before providing financial advice.