AS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B
Fee Structure
Financial Plan Fee:$500 - $20,000
Hourly Rate:$100 - $500/hr
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information
Office location
6603 Summit Drive, Canfield, OH, 44406
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hbks Wealth Advisors
December 2013 - Present · 12 yrs 1 mo
Previous Registrations
Park Shore Partners LLC
December 2013 - October 2017 · 3 yrs 10 mos
State Registrations4 states
FLOHPATX
Advisor
Exams
No exam information available for this advisor.