Adnan Hamed
Advisor at Blue Aris
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Blue Aris
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.
Based on Blue Aris
Based on Blue Aris
Fixed monthly or annual fees based on client needs and complexity; one-time initial fixed fee for financial plan.
Hourly fees range from $79.99 per hour for simple financial coaching to $300-$1000 per hour for consulting services depending on complexity.
Fee-only: One-time initial fee between $900-$2000 based on complexity; ongoing monthly fee minimum $175 per month; fees depend on client needs, net income, complexity, and value added.
Spring, TX
Texas
Blue Aris Systems
2021 - Present (5 years)
Ibm
2017 - 2018 (1 year)
Blue Aris Systems
2016 - 2021 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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