Assets Under Management
N/A
Number of Clients
8
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Hook Financial Services provides advisory referral services, connecting clients with independent RIAs. They also offer financial planning and consulting, covering personal finance, tax, investments, insurance, retirement, estate, and other financial topics. They do not manage client assets directly.
Financial planning and consulting fees range from $500 to $10,000 as a fixed fee, or $150 to $600 per hour, depending on the service and complexity. All fees are negotiated.
295 Bendix Road Suite 170, Virginia Beach, VA, 23452