A complete list of active advisors currently associated with Greg Hodges Financial Advisory

Warmer can help you find a great advisor at Greg Hodges Financial Advisory or one who fits your needs even better.

Greg Hodges Financial Advisory provides investment advisory and portfolio management services to individual clients, typically charging fees based on a percentage of assets under management. The firm’s client base is small (26 clients) with approximately $15.5 million in assets under management, and it focuses on direct advisory relationships rather than serving institutional or high-net-worth niches. The firm primarily delivers advice and recommendations on a non-discretionary basis, meaning clients generally retain final trading authority and the adviser implements strategies only with client approval. This structure supports a relationship-oriented approach in which the adviser reviews portfolios and proposes changes rather than executing trades independently. What is distinctive about the firm compared with most independent peers is its largely non-discretionary model; only a minority of independent advisors operate primarily this way. Combined with the small client roster and the percentage-of-AUM fee model, the firm’s practice emphasizes collaborative decision-making and individualized attention over delegated portfolio management.

To learn more about the advisors currently working at Greg Hodges Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.