Hussmen Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,712,006
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$6,244,572
Client services
Fee options
Initial fixed fee for Ongoing Comprehensive Financial Planning ranging from $2,000 to $5,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.85% $4,000,001+: 0.60%
$300 per hour for Limited Scope Projects with 2 hour minimum
Ongoing Comprehensive Financial Planning annual fees range $3,600 to $7,200 paid monthly or quarterly in arrears
Fee-only: Ongoing Comprehensive Financial Planning initial fixed fee $2,000 to $5,000; annual fees $3,600 to $7,200; Limited Scope Projects billed at $300 per hour with 2 hour minimum
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Hussmen Financial
14321 Winter Breeze Dr, Suite 184
Midlothian VA 23113, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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