Financehq LLC
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Overview
Financehq LLC operates as an advisory firm headquartered in San Francisco, California. It has a small group, including 1 financial advisor. Financehq LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and stocks.
The firm's main office is located at 182 Howard Street, San Francisco, California 94105. The company is allowed to serve clients in the state of California.
Editorial note: Under certain conditions, advisors and firms are able to file as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Financehq LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Financehq LLC by the Numbers
3
Products and Services
Financial services offered by Financehq LLC include selection of other advisers. It is not involved in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Financehq LLC typically consist of the following fee type: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Financehq LLC.
Available
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Financehq LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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