“.
How does the advisor help clients – Key Takeaways:
HYA FINANCIAL is a highly reputable financial advisory firm that provides expert advice and services to its clients. The firm utilizes a team of skilled and experienced financial experts to assist clients in achieving their financial goals and making sound investment decisions.
The firm offers a wide range of financial services and caters to various types of clients, including high net worth individuals, families, and businesses. HYA FINANCIAL also operates on a fee-based compensation structure, ensuring that its advisors are always acting in the best interest of their clients.
Facts and Insights
HYA FINANCIAL has been in the financial industry for over 20 years, providing top-notch financial advice and services to its clients. With a team of over 50 advisors and $2 billion in assets under management, the firm has established itself as a leader in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 20+ years |
Financial Services Offered
HYA FINANCIAL offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
HYA FINANCIAL caters to a wide range of clients, including:
- High net worth individuals
- Families
- Businesses
Fees & Compensation
HYA FINANCIAL operates on a fee-based compensation structure, meaning that its advisors are compensated based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the advisors are motivated to help clients grow their assets.
Background
HYA FINANCIAL was founded over 20 years ago with the aim of providing high-quality financial advice and services to clients. The firm’s team of advisors is highly experienced and holds various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
HYA FINANCIAL prides itself on its transparency and commitment to acting in the best interest of its clients. As such, the firm’s advisors are required to adhere to strict ethical and legal standards. Some important disclosures to know about HYA FINANCIAL include:
- The firm has no regulatory or disciplinary actions on its record.
- The SEC requires all investment advisors to make Form ADV public. This document provides important information about the firm’s business practices, fees, and any potential conflicts of interest.
- HYA FINANCIAL may receive compensation from third-party vendors and providers, but this compensation does not influence the advice and services provided to clients.