Advisor at HMV Wealth Advisors, LLC
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Firm
HMV Wealth Advisors, LLC
Location
Shreveport, LA 71101
Credentials
PFS™, Series 65
Industry experience
2 years
Christopher Eldredge is a financial advisor at HMV Wealth Advisors, LLC with 2 years of industry experience. He holds the PFS™ designation and Series 65 license. Eldredge also serves as a tax manager at the CPA firm Heard, McElroy & Vestal, LLC, where he provides tax compliance and consulting services. Additionally, he is involved in family and energy investment entities formed with relatives and friends. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a modern portfolio theory approach, emphasizing broadly diversified, passive asset-class strategies, and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.
Based on HMV Wealth Advisors, LLC
Based on HMV Wealth Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for management services of portfolios of individual fixed income securities
333 Texas Street, Suite 1525
Shreveport, LA 71101
Louisiana · Texas
HMV Wealth Advisors, LLC
2023 - Present (3 years)
HMV Wealth Advisors, LLC
2023 - 2023 (1 year)
Heard, McElroy & Vestal, LLC
2022 - Present (4 years)
KraftCPAs, PLLC
2021 - 2021 (1 year)
KraftCPAs, PLLC
2018 - 2020 (2 years)
KraftCPAs, PLLC
2017 - 2017 (1 year)
KraftCPAs, PLLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
Series 63, Series 65
Shreveport, LA
Graham Financial
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
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