Advisor at H H Financial Consultants
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.
Firm
H H Financial Consultants
Location
San Diego, CA
Credentials
Series 65
Industry experience
9 years
Herman Monge is a Series 65 licensed financial advisor with nine years of industry experience. He is the principal of H H Financial Consultants in San Diego, CA. In addition to his advisory role, Monge has worked for over two decades as an appraiser and broker specializing in real estate, business entities, and machinery and equipment through his ownership of H H Appraisal and Brokerage Company. H H Financial Consultants provides investment supervisory services and general investment advice to individual clients without discretionary authority or custody of assets. The firm employs charting, fundamental, and technical analysis methods, conducting monthly account reviews, and its advisory services are complemented by Monge’s ongoing appraisal and brokerage activities.
$1 - $5,000: $15 per month $5,001 - $10,000: $20 per month $10,001 - $15,000: $25 per month $15,001 - $20,000: $35 per month $20,001+: 1% annually (charged monthly as 1%/12)
Account minimum: $1 Minimum fee: $15 to $35 per month depending on account size
San Diego, CA
California
H H Appraisal and Brokerage Copany
2005 - Present (21 years)
California Department of Transportation
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 63, Series 65
San Diego, CA
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Tweet Management Services, Inc.
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Series 63, Series 66
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Torrey Wealth, LLC
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