Hany Ahmad is a CFP-designated registered investment advisor at Teamwork Financial Advisors, LLC, based in Houston, TX, with 19 years of industry experience. Hany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,328 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Teamwork Financial Advisors offers ongoing investment management services for a fee based on a percentage of the assets they manage for you. The exact fee is determined by the individual advisor and client and is memorialized in the client agreement. Fees are negotiable based on several factors. The highest fee charged is 1.6%.
Location
9811 Katy Freeway, Suite 1075, Houston, TX, 77024
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Regulatory History
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
Teamwork Financial Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.