H
Hodge Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,721,058
Total clients
23
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$857,437
About
Hodge Financial Services, LLC is a fee-only independent advisory firm that provides investment management and financial planning to individuals, trusts, estates, charitable organizations and small businesses. It manages roughly $19.7 million for a small, primarily long-standing client base and does not act as custodian of client assets.
The firm implements a discretionary, active asset-allocation strategy using mutual funds and ETFs and employs market timing and timing services alongside charting, technical, fundamental and cyclical analysis to adjust allocations; in elevated risk environments the adviser may move a large portion or all client assets into money market funds for capital preservation. The same allocation model is applied across client accounts and trades are executed under a limited power of attorney with recommended custodial arrangements (the brochure cites Vanguard Brokerage Services).
Distinctive features include an affiliation with the principal’s separate CPA practice, which provides accounting, tax and trustee services and from which many advisory clients have originated; the firm discloses this potential conflict and leaves engagement of accounting/trust services to client choice. The firm operates as a solo practitioner practice that is generally not accepting new clients except those connected to existing clients, and the principal personally conducts account reviews and participates in reallocation trades—an organizational and client-intake approach that is less typical among peers.
Client services
Financial planning
Portfolio management
Market timing
Fee options
$0 - $1,000,000: 1.25% $1,000,000+: Negotiable
Account minimum: $50,000 Minimum fee: Minimum account size of $50,000 equates to an annual fee of $625; firm may waive minimum fee at discretion Fee-only: Firm is strictly fee-only; does not accept commissions or other forms of compensation.
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:
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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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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.
Main office location
Hodge Financial Services, LLC
Hinsdale NH, United States
Number of offices
1
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