Advisor at Hazlett, Burt & Watson, 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.
Firm
Hazlett, Burt & Watson, Inc.
Location
Barnesville, OH 43713
Credentials
Series 66
Industry experience
4 years
Financial Planning Services one-time flat fees as agreed in advance.
$0 - $500,000: 1.75% Management Fee plus 0.120% Platform Fee $500,001 - $1,000,000: 1.50% Management Fee plus 0.080% Platform Fee $1,000,001 - $2,500,000: 1.35% Management Fee plus 0.040% Platform Fee $2,500,001 - $5,000,000: 1.15% Management Fee plus 0.030% Platform Fee $5,000,001 - $10,000,000: 0.95% Management Fee plus 0.015% Platform Fee $10,000,001+: 0.75% Management Fee plus 0.010% Platform Fee
Financial Planning Services hourly rate of $300 per planner-hour.
Account minimum: $25,000 Minimum fee: A minimum $100.00 annual Platform Fee will be incurred on each Advantage Account. Fee-only: Financial Planning Services charged hourly ($300/hour), flat fee, or capped hourly fee.
Hazlett, Burt & Watson
2024 - Present (2 years)
LexAurum Advisors
2022 - 2024 (2 years)
Carpenter & Associates
2022 - 2024 (2 years)
Brokers International Financial Services
2022 - 2024 (2 years)
Fdic
2021 - 2021 (1 year)
Carpenter & Associates
2020 - 2021 (1 year)
Good Mansion Wines
2019 - 2021 (2 years)
Bill Casper Golf
2018 - 2019 (1 year)
Oglebay
2014 - 2018 (4 years)
Bridgeport Exempted Village School District
2005 - 2017 (12 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.
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.
Is not active or affiliated with:
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 63, Series 65
St Clairsville, OH
Edward Jones
Series 63, Series 65
Saint Clairsville, OH
Wealth Foundations Partners, LLC
CFP®, ChFC®, Series 66
Saint Clairsville, OH
Investment Research Corp
Series 63, Series 65
Saint Clairsville, OH
Investment Research Corp
CFP®, ChFC®, Series 66
New Martinsville, WV
Wesbanco Securities, Inc.
Series 63, Series 65
Cadiz, OH
PNC Wealth Management
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