Hall Financial Advisors, Pc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,000,000
Clients
51
10% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
TypicalAverage account size
$431,373
About
Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include investment supervisory services, comprehensive financial planning (cash flow, retirement, education, estate planning), and consultations on tax and insurance matters.
The firm follows a strategic asset-allocation approach using a core-and-satellite framework, favoring passively managed index and ETF positions as the core while adding actively managed funds or individual securities where appropriate; portfolios are globally diversified and documented in client-specific investment policy statements. Hall Financial Advisors accepts discretionary trading authority for client accounts, conducts at least quarterly reviews, and places trades through qualified custodians while clients retain asset custody.
A distinctive feature is that the advisory practice is affiliated with and operates alongside a public accounting firm, with the firm’s principal holding CPA credentials and devoting a substantial portion of practice time to tax and accounting work; tax preparation and CPA services are offered separately from advisory engagements. As a small, fee-only adviser managing roughly $22 million for about 50 clients, the firm combines investment management with in-house tax and accounting capabilities — an arrangement that is uncommon among similarly supported advisory firms.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Retainer Agreement: $2,500.00 annual fee (negotiable); Investment Management Agreement: $2,500.00 annual fee (negotiable); Financial Planning fee minimum $1,000 (negotiable)
$0 - $2,000,000.00: 1.00% $2,000,000.01+: 0.50%
$270.00 per hour for follow-on implementation work, tax preparation, and limited scope engagements
Account minimum: $50,000.00 Minimum fee: $500.00 minimum annual fee for Advisory Service Agreement; $1,000 minimum fee for financial plan (negotiable) Fee-only: Yes, strictly fee-only; no commissions accepted
Main office location
Hall Financial Advisors, Pc
4255 Wade Green Rd Nw, Suite 220
Kennesaw GA 30144, United States
Number of offices
1
Most active in
Hall Financial Advisors, Pc has reported serving >5 clients in these states in the last 12 months.
Georgia
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")