Advisor at Physicians Investment Advisory Services of Texas, LLC
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Firm
Physicians Investment Advisory Services of Texas, LLC
Location
Houston, TX 77055
Credentials
ChFC®, Series 63, Series 65
Industry experience
37 years
James Hintz is a financial advisor at MHA Financial Corp in Houston, TX, with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Four Points Capital Partners LLC, Physicians Investment Advisory Services of Texas, and Doctors Financial Services LLC. Outside of advising, he is a spin instructor at the YMCA. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite framework, combining passive index/ETF exposures with active managers or individual securities, and utilizes both direct advice and third-party money managers.
Based on Physicians Investment Advisory Services of Texas, LLC
Based on Physicians Investment Advisory Services of Texas, LLC
Based on Physicians Investment Advisory Services of Texas, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And Up: 0.50%
Supervised persons may accept compensation for the sale of securities or other investment products, including asset-based sales charges or service fees from the sale of mutual funds; James Arnold Hintz is a registered representative and insurance agent and accepts commissions.
Hourly fees for financial planning between $200 and $500 per hour
1518 Antoine Dr
Houston, TX 77055
Texas
Four Points Capital Partners LLC
2019 - Present (7 years)
Physicians Investment Advisory Services of Texas
2015 - Present (11 years)
Doctors Financial Services LLC
2014 - Present (12 years)
Mha Financial Corp
2013 - Present (13 years)
Mha Financial Corp
2013 - 2018 (5 years)
Ymca
2005 - Present (21 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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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.
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.
Series 65
Houston, TX
Coastal Wealth Management, LP
Series 65
Houston, TX
Alpha-Tech Investments, LLC
ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
CFP®, Series 63
Houston, TX
Four Seasons Investment Management, Inc.
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