Garrett
Hoge
H Financial Management
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About this Advisor
Garrett Hoge is a certified financial planner and chartered financial consultant based in Canonsburg, Pennsylvania with 14 years of industry experience. Hoge is an employee of H Financial Management. Hoge has gained experience at Manufacturers Life Ins. Co, Transamerica, Hoge Financial Services, Inc Dba H Financial, General American Life Insurance Company and Triad Advisors, Inc. Hoge has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. H Financial Management is a registered investment business that has its headquarters in Canonsburg, PA. It administers $388 million in assets under management among its 1,445 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 1,445 customer accounts, 37% are associated with high-net-worth investors who have at least $1 million in investable assets. H Financial Management has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fee types billed by H Financial Management most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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H Financial Management Brokerage Details
$388,083,814
5
1,445
$268,570
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Garrett Hoge Work History
Garrett has been registered as a financial advisor for 14 years.*
Triad Advisors, Inc
General American Life Insurance Company
Hoge Financial Services, Inc Dba H Financial
Transamerica
Manufacturers Life Ins. Co
*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 Garrett Hoge 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 H Financial Management
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
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.
