How does the advisor help clients – Key Takeaways:
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC is dedicated to providing clients with expert financial guidance and strategies to help them achieve their financial goals. With a team of experienced professionals and a wide range of services, they are able to provide customized solutions to each client’s unique needs.
- Offers a variety of financial services, including investment management, wealth planning, and retirement planning
- Specializes in working with high-net-worth individuals, families, and business owners
- Puts the needs of the client first, with a commitment to transparency, integrity, and personalized service
Facts and Insights
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC has been helping clients with their financial needs for over 20 years. They have a team of over 10 dedicated financial advisors, each with a wealth of knowledge and experience in the industry.
Their assets under management (AUM) are publicly available and currently amount to $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Over 10 | 20+ years |
Financial Services Offered
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC offers a diverse range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC focuses on providing financial services to high-net-worth individuals, families, and business owners. They understand the unique needs and challenges that come with managing significant wealth and have the expertise to help clients navigate these complexities.
Fees & Compensation
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC is a fee-based advisory firm, meaning they charge fees based on a percentage of the client’s assets under management. This fee structure aligns their interests with those of the clients, as they only succeed when their clients do.
They also offer hourly and project-based planning services for clients who may not have assets to manage, yet still need expert financial advice.
Background
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC was founded in 1999 by John Hurst and Mark DeGraffenried, both experienced financial advisors with a passion for helping individuals and families build and protect their wealth. Today, their team has grown to over 10 advisors, all committed to providing top-notch financial services to clients.
Financial Advisor Disclosures to Know
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC is committed to transparency and always maintains open communication with clients. As a registered investment advisor, they are required to disclose any potential conflicts of interest. They also follow a strict code of ethics and have a fiduciary duty to act in the best interests of their clients.