Kylee Hall is a registered investment advisor at Trueplan Benefit and Retirement Advisors, based in Danbury, CT, with 19 years of industry experience. Kylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCSC offers investment advisory services to retirement plans and corporate entities, charging either a flat-rate fee, an asset-based fee, or tiered-rate fees. The specific fee structure is agreed upon in the client's Retirement Plan Services and Investment Advisory Agreement. Fees are negotiable and may vary based on the client's circumstances. HCSC does not provide investment advisory services directly to individual retirement plan participants.
Location
Danbury, CT
Get directionsHistory
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
Healthcare Community Securities CORP.
Trueplan Benefit and Retirement Advisors
Healthcare Community Securities CORP.Broker
Previous Registrations
Adp Broker-Dealer, INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Principal Securities, INC.Broker
Global Retirement Partners LLC
Independent Financial Partners
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations2 states
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.