A complete list of active advisors currently associated with Hodges Financial Group
Warmer can help you find a great advisor at Hodges Financial Group or one who fits your needs even better.
The firm provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, and corporations, including ongoing and project-based planning engagements. Although classified as an investment manager, the firm’s most recent ADV shows no assets under management and it operates with a single advising principal. The adviser operates on a fee-only basis and implements portfolios by setting asset-allocation targets informed by fundamental analysis and Modern Portfolio Theory, using a mix of passive and active funds as well as individual stocks, bonds, ETFs and municipal securities. When retained for investment management, the firm accepts limited discretionary trading authority and tailors portfolios and plans to clients’ stated objectives, risk tolerance, tax considerations, and any written investment restrictions. Distinctive features include the firm’s offering of hourly and project-based planning in addition to percentage-of-AUM management, an arrangement that is less common among firms in this category and reflects a stronger emphasis on planning engagements relative to managed assets. The principal holds professional planning and retirement-plan credentials and the firm trades client accounts on an individual basis rather than using block aggregation, while recommending an institutional custody platform for execution and reporting.
To learn more about the advisors currently working at Hodges Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Nashville, TN
| 7
|
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