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
CFP®, Series 65
Industry experience
1 year
Pedrom Sadeghi is a CFP® and Series 65-registered advisor with Hopwood Financial Services, Inc. He has four years of industry experience, including roles at Hopwood Financial Services and S. Mostafa Sadeghi, CPA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm uses an Investment Committee to oversee a diverse portfolio approach with multi-year holding horizons and maintains a team-based structure with six advisors managing approximately $666.6 million.
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.
2022 - Present (4 years)
S. Mostafa Sadeghi, CPA
2019 - 2023 (4 years)
Virginia Tech
2018 - 2022 (4 years)
South Lakes High School
2014 - 2018 (4 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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