Advisor at W.H. 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.
Firm
W.H. Financial Services, Inc.
Location
Stuart, FL 34994
Credentials
ChFC®, Series 65
Industry experience
14 years
William Hazlett is the principal of W.H. Financial Services, Inc., an independent registered investment adviser based in Stuart, Florida. He holds the ChFC® designation and Series 65 license and has 14 years of industry experience. Prior to his current role, he worked at Tounjian Advisory Group, LLC from 2010 to 2017. Hazlett is also a licensed insurance agent and occasionally offers insurance products, which may involve commission-based compensation. W.H. Financial Services, Inc. serves individuals and business entities with financial planning, portfolio analysis, and referrals to third-party investment managers. The firm operates on a non-discretionary, referral/co-advisory model, requiring clients to use the Matson Money platform and focuses on mutual fund recommendations using modern portfolio theory and quantitative analysis.
Based on W.H. Financial Services, Inc.
Based on W.H. Financial Services, Inc.
Portfolio MRI service: $500 one-time fixed fee (negotiable); Financial planning: $495 to $995 fixed fee (negotiable)
$0 - $500,000: Up to 0.99% $500,000 - $1,000,000: Up to 0.99% $1,000,000 - $4,000,000: Up to 0.75% $4,000,000+: Up to 0.50%
850 Nw Federal Hwy, Ste. 152
Stuart, FL 34994
Florida
Tounjian Advisory Group, Llc
2010 - 2017 (7 years)
W.H. Financial Services, Inc.
2002 - Present (24 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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