Hook Financial Services is a registered investment advisor that provides advisory referral services, financial planning, and financial consulting. For advisory referrals, Hook Financial Services helps clients choose an independent advisor based on their needs and monitors the portfolio. Financial planning involves a comprehensive evaluation of a client's financial situation. Financial consulting offers advice on specific financial topics.
Assets Under ManagementN/A
Clients8
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning: Fixed fee, typically ranging from $500 to $10,000, depending on the specific arrangement reached with the client.
- Financial Consulting: On an hourly basis, typically ranging from $150 to $600 per hour.
One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $600/hr
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