Hazel Ridge Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,000,000
Total clients
40
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$375,000
About
Hazel Ridge Advisors primarily serves individual clients, offering discretionary portfolio management and tailored financial planning. The firm operates as a fee-only independent adviser and documents client goals and constraints in an Investment Policy Statement used to guide ongoing portfolio oversight.
The firm’s investment process blends modern portfolio theory with fundamental, cyclical, technical and charting analysis and typically implements allocations using mutual funds, ETFs, fixed income, real estate funds, annuities and commodities. Hazel Ridge generally seeks discretionary authority to execute trades, conducts monthly account reviews, and provides custodial account reports on a regular basis.
Noteworthy features include that all assets are managed in-house rather than by third‑party sub‑advisers, and the firm does not accept commissions for recommending products. Hazel Ridge also offers both fixed-fee and hourly financial planning arrangements with advance-payment and refund policies, may accept research or services from custodians (soft-dollar benefits), and does not permit clients to impose investment restrictions based on personal values or beliefs.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Annuities
Fee options
Fixed fee of $10,000 for financial plans
1% annually
$500 per hour
Fee-only: Fee-only; no commissions accepted
Main office location
Hazel Ridge Advisors, LLC
Palatine IL, United States
Number of offices
1
Most active in
Hazel Ridge Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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