Advisor at Hopwood Financial Services, Inc.
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.
Location
Reston, VA 20191
Credentials
CFA®
Industry experience
1 year
Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.
Based on Hopwood Financial Services, Inc.
Based on Hopwood Financial Services, Inc.
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $7,000,000: 0.50% $7,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Hourly fees generally $350 per hour for financial planning services and $125 per hour for administrative functions
Account minimum: $750,000 Fee-only: Hourly fees ranging from $350 per hour for most financial planning services to $125 per hour for administrative functions
10740 Parkridge Blvd., Suite 150
Reston, VA 20191
Virginia
Hopwood Financial Services, Inc.
2024 - Present (2 years)
Nolan Financial
2013 - 2023 (10 years)
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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.
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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