Hall Financial Services, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
47
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$0
About
Hall Financial Services, Inc. serves individual and high-net-worth clients with personalized financial planning and advisory services. The firm offers Advice‑Only™ standalone planning engagements and, when clients desire ongoing portfolio management, recommends third‑party investment managers and coordinates monitoring arrangements.
The Advice‑Only™ methodology is structurally separated from asset management and product sales: during planning engagements HFS does not take custody of client assets, execute trades, or accept third‑party compensation. For clients who use third‑party managers, HFS does not exercise trading discretion and provides periodic reviews and tailored recommendations based on multiple analytical approaches.
The firm publishes written educational content and provides instructional programs under its Advice Only name, including periodic materials for clients, a capability that is uncommon among solo independent advisers. Hall Financial Services also tends to focus on higher‑balance clients and generally does not refer lower‑balance retail (non‑HNW) accounts to third‑party managers, reflecting its emphasis on separated planning engagements and selective use of outside manager programs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
General retirement planning
Annuities
General tax planning
Cash flow / budgeting
Fee options
Accounts less than $300,000+: Hourly/project rate only, no asset fee $300,000 - $500,000: 0.75% to 0.50% (75 - 50 bps) $500,000 - $1,000,000: 0.50% to 0.35% (50 - 35 bps) $1,000,000 - $2,000,000: 0.30% to 0.16% (30 - 16 bps) $2,000,000+: Negotiable
$175 per hour, negotiable
Fee-only: Financial planning fees at $175 per hour (negotiable)
Main office location
Hall Financial Services, Inc
520 Tamalpais Dr, #206
Corte Madera CA 94925, United States
Number of offices
2
Most active in
Hall Financial Services, Inc has reported serving >5 clients in these states in the last 12 months.
California
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
Quick links
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