H
H R Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,760,027
Total clients
13
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,212,310
About
HR Financial Services, Inc. provides discretionary portfolio management and wealth management services to individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, and businesses. The firm also offers general financial consulting and advises on a broad range of securities, including exchange-listed equities, ETFs and mutual funds, corporate and municipal bonds, listed options, real-estate linked investments, and private placements.
The firm combines technical analysis (chart patterns, momentum, volume, and relative strength) with fundamental analysis of company financials and industry outlooks to identify sectors and select individual securities, and it documents a range of investment risks such as market, concentration, turnover, and liquidity risks. Accounts are managed on a discretionary basis with routine (at least weekly) account reviews; clients may impose reasonable restrictions and request retention of legacy positions.
Operating since 1993 and managing roughly $19 million across a small roster of client relationships, the firm’s scale produces relatively large average account sizes and an emphasis on personalized, ongoing management. It generally recommends Charles Schwab as custodian (limiting client-directed brokerage), does not accept proxy voting authority, and maintains a written Code of Ethics and procedures to address potential conflicts when the firm holds the same securities as clients.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
1% annually
Financial planning services at $200 per hour (negotiable)
Fee-only: Financial planning at $200 per hour, negotiable; not to exceed $500 more than 6 months in advance
Main office location
H R Financial Services, Inc.
Somers MT, United States
Number of offices
1
Most active in
H R Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Montana
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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