HSC Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
21
TypicalAverage account size
—
About
HSC Financial Services LLC provides financial planning and consulting to individuals, families, and high‑net‑worth clients, offering services such as comprehensive financial planning, retirement planning, tax‑aware strategies, and risk management including insurance and annuity services. As of the most recent filing the firm reported zero advisory clients and minimal regulatory AUM, reflecting a planning‑focused model rather than ongoing asset management.
The firm uses fundamental analysis and financial‑planning projections to support long‑term investing, asset allocation, and tax‑aware strategies, and it integrates insurance products into client risk‑management plans. HSC does not custody client assets or exercise discretionary trading authority, and its engagements may be billed on fixed, project‑based, or hourly terms.
HSC is licensed as an insurance agent and discloses it may receive commissions from insurance and annuity sales, a compensation mix the brochure identifies as a potential conflict of interest and that the firm says it mitigates through disclosure and client choice. The combination of a planning‑focused model with minimal AUM, use of hourly billing, and active insurance sales distinguishes HSC from many peers in its category, which more commonly rely on percentage‑of‑AUM fees and asset management.
Client services
Financial planning
Expertise
General retirement planning
Annuities
Tax strategies for small businesses
Fee options
Fixed fees for financial planning services (specific amounts not stated)
Commissions from insurance companies for insurance products including annuities, paid by insurance company, separate from advisory fees
Hourly fees for financial planning services (specific amounts not stated)
Fee-only: Fixed fees, hourly fees, project-based fees; all fees disclosed and agreed upon in writing
Main office location
HSC Financial Services LLC
11536 Harry Hines Blvd, Suite 215
Dallas TX 75229, United States
Number of offices
1
Most active in
HSC Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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