Robert
Hogan

The Hogan-Knotts Financial Group, Inc

CRD#1574852
Investment Advisor
in Red Bank, NJ

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About this Advisor

Robert Hogan is a certified financial planner who works out of Red Bank, New Jersey who has 10 years of industry experience. Hogan currently works for The Hogan-Knotts Financial Group, Inc. Over the course of their career, Hogan has held roles at Cadaret, Grant & Co., Inc and Hogan Knotts Financial Group. Hogan holds a Series 63 license, certifying them as a securities representative, and is approved to work in New Jersey. The Hogan-Knotts Financial Group, Inc is an advisory business headquartered in Red Bank, NJ. It has a total of six people on staff. It oversees $249 million in assets across its 655 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 655 client accounts, 44% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by The Hogan-Knotts Financial Group, Inc most likely consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

298 Broad St
Red Bank, NJ 07701

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The Hogan-Knotts Financial Group, Inc Brokerage Details

Total Assets Under Management

$249,074,862

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

655

NJ Average: 6,978
Average Account Size

$380,267

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Hogan Work History

Robert has been registered as a financial advisor for 10 years.*

1989 - Present (35 years)

Cadaret, Grant & Co., Inc

1988 - Present (36 years)

Hogan Knotts Financial Group

*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.

Disclosures

Please visit the SEC profile of Robert Hogan 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 The Hogan-Knotts Financial Group, Inc

Timothy Knotts
Red Bank, NJ
Robert Hogan
Red Bank, NJ

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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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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