Firm Information

Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
8 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$500 - $10,000
Hourly Rate:$150 - $600/hr

Hook Financial Services does not charge clients for advisory referrals; fees are paid by the independent registered investment advisers. Financial planning and consulting fees are determined based on the services provided, complexity, and employee experience, agreed upon before the contract. Fixed fees typically range from $500 to $10,000, or hourly fees range from $150 to $600. All fees are negotiated directly with the client. There is no minimum fee for these services.

Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

295 Bendix Road Suite 170, Virginia Beach, VA, 23452

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Regulatory 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.

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Other Business Activities

Tejal is a managing partner at EC Tangle Land Owner, LLC, a real estate development company. She spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Hook Financial Services, LLC
November 2022 - Present · 3 yrs 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.