Hf Advisory Group, LLC

Investment Advisor
in New Port, CA

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About this Advisor

Marianne Durham is a financial advisor working in New Port, California with a total of 2 years of industry experience. Durham is currently employed by Hf Advisory Group, LLC. During their career, the advisor has held roles at American United Life, Oneamerica Securities, Purus Wealth Management, LLC, Capital Synergy Partners, Silversage Advisors, Geneos Wealth Management, Foundation For Financial Education and Hf Advisory Group, LLC. Durham maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Hf Advisory Group, LLC is a registered investment firm based out of Annapolis, MD. It has offices in two locations and just four advisors. It has $136 million in assets under management between its 730 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 730 customer accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules vary depending on which service is provided. Fees charged by Hf Advisory Group, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

New Port, CA

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Hf Advisory Group, LLC Brokerage Details

Total Assets Under Management


CA Average: $6,889,882,315
Total Number of Employees


CA Average: 45
Total Number of Accounts


CA Average: 765
Average Account Size


CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Marianne Durham Work History

Marianne has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Hf Advisory Group, LLC

2020 - Present (4 years)

Foundation For Financial Education

2017 - Present (7 years)

Silversage Advisors

2017 - 2020 (3 years)

Geneos Wealth Management

2016 - 2017 (1 year)

Purus Wealth Management, LLC

2014 - 2016 (2 years)

Capital Synergy Partners

2012 - 2014 (2 years)

American United Life

2012 - 2014 (2 years)

Oneamerica Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Marianne Durham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hf Advisory Group, LLC

Marianne Durham
New Port, CA
Raymond Hobson
Annapolis, MD
Sharyl Schultz
Annapolis, MD

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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