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Roger Hall

Advisor at Hall Asset Management Group, Inc.

Updated today

Firm

Hall Asset Management Group, Inc.

Location

Columbia, SC 29210

Credentials

Series 63, Series 65

Industry experience

16 years

About

Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.

Client services

Based on Hall Asset Management Group, Inc.

Financial planning Selection of other advisers

Expertise

Based on Hall Asset Management Group, Inc.

General retirement planning Income planning General tax planning Business exit / sale strategy

Fee options

Fixed

Fixed fees $500-$1,500 for Basic Plan, $1,500-$5,000 for Comprehensive Plan, negotiable

Percentage

All Assets+: 2.00% total (1.00% to Gradient Investments LLC, 1.00% to HAMG) for Strategic Portfolios All Assets+: 1.80% total (0.80% to Gradient Investments LLC, 1.00% to HAMG) for Tactical Portfolios All Assets+: 1.70% total (0.70% to Gradient Investments LLC, 1.00% to HAMG) for Allocation & Defined Outcome Portfolios All Assets+: 1.00% total (0.40% to Gradient Investments LLC, 0.60% to HAMG) for Preservation Portfolios All Assets+: $300 total (Client Directed Accounts) - $300 to Gradient Investments LLC, $0 to HAMG

Commissions

Referral fees received from third-party money managers; Insurance commissions received by Mr. Hall (separate business)

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial Planning Services at $250/hour; Fixed fees range $500-$1,500 for Basic Plan; $1,500-$5,000 for Comprehensive Plan (negotiable)

Location

250 Berryhill Road, Suite 103

Columbia, SC 29210

Most active in

South Carolina

Work history

Motiv8 Investments LLC

2017 - 2017 (1 year)

Hall Asset Management Group, Inc.

2012 - Present (14 years)

Retirement Planning Solutions, DBA Hall Tax & Planning Services

2008 - Present (18 years)

Retirement Planning Solutions

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kyle H

CFP®, ChFC®, RICP®

West Columbia, SC

Harper Financial Planning

In 2016, I started in the financial services industry unsure of what I wanted to do when I “grew up." I had spent my first year out of college doing mission and service work in Southern Africa, Southeast Asia and Central America. In just a handful of months, I became convinced that the best way I could serve people was as a financial advisor. Money touches everything. It is a tool, that when used well can bring stability and joy to our lives. However, when it is not held in the correct perspective, it can add stress and worry instead. That’s why our mission is to take the work and worry out of planning. I decided to start my own firm out of a desire to provide better advice at a lower cost to more people. Quality financial planning can be difficult to find in today’s world. When I’m not meeting with clients or building financial plans, I’m either with my family or outside. I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.

General retirement planning Retirement income strategy Wealth management
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David K

Series 65

Columbia, SC

Spectrum Wealth Advisors, LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Dentist
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Donald R

Series 65

Columbia, SC

REX Management LLC

Wealth management Income planning
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Matthew S

Series 65

Columbia, SC

South Carolina Wealth Management Group, LLC

Options & derivatives strategies

Matt M

CFP®

Columbia, SC

Multipath Wealth Magement

I’ve seen the medical journey up close. My wife and I navigated med school, residency, and fellowship together. We dealt with the student loans, the long hours, and had three kids during her training. I understand the financial and personal sacrifices required to build a career in medicine because I’ve lived them with her. In 2015, our youngest son was diagnosed in-utero with a serious heart defect. He needed to be delivered in a major medical center and underwent multiple open-heart surgeries in his first year of life. We were prepared emotionally, but not financially. Our insurance initially denied coverage. Despite solid household income, we were suddenly facing what would ultimately amount to $2 million in medical bills, all while starting new jobs and buying a home. We got through it. Our son is healthy today, and we eventually resolved the insurance nightmare. But the experience left a mark. This experience is what nudged me to start a financial planning firm... one focused on helping medical professionals navigate complexity, manage risk, and build the life they really want. At Multipath Wealth Management, I help medical professionals organize their finances, reduce stress, and make confident decisions at every stage... from residency through retirement. My role is to help you live a great life today, while still planning for the future. This business is my way of paying it forward. Let's work together!

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Income planning General tax planning Doctor or Medical Professional Engineering Professional Women Professionals
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Todd H

ChFC®, Series 63, Series 65

Blythewood, SC

The Bridge Financial Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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