Advisor at Hawken Wealth Management
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Firm
Hawken Wealth Management
Location
Reno, NV
Credentials
Series 63, Series 65
Industry experience
5 years
Kent Rice is a financial advisor at Hawken Wealth Management in Reno, NV, holding Series 63 and Series 65 credentials with four years of industry experience. He has managed a Family Limited Partnership since 2005. Hawken Wealth Management is a state-registered, single-advisor firm providing fee-based discretionary portfolio management and financial planning to individual investors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and utilizes a broad range of investment instruments, including mutual funds, equities, options strategies, and margin transactions.
Based on Hawken Wealth Management
Up to $10,000 per comprehensive financial plan, negotiated in advance
Up to 2.0% annually, payable quarterly or semi-annually in arrears, negotiable
$250 per hour
Account minimum: $250,000 (may accept lower at discretion)
Reno, NV
Nevada · Texas
Self Employed, Family Limited Partnership
2005 - Present (21 years)
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Is not active or affiliated with:
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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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