Heath Hamrick
Advisor at H Cubed Financial Solutions
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.
Advisor at H Cubed Financial Solutions
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
H Cubed Financial Solutions
Location
Granbury, TX
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$150 per hour for financial planning services
Account minimum: $100,000 for individual clients or small businesses; $500,000 for institutional-type clients
HHH Financial Solutions d/b/a H Cubed Financial Solutions
2017 - Present (9 years)
Team Financial Strategies
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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