H H Financial Consultants
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services and general investment advice to individual clients, noting that services are not tailored though consideration can be given to clients’ expressed needs. It does not accept discretionary authority, reports no custody of client assets, and currently indicates it does not manage client assets.
Its stated methods include charting, fundamental and technical analysis, and accounts are reviewed at least monthly through two levels of review (general and full), with a single reviewer responsible for up to 500 accounts. The firm does not participate in wrap-fee programs and says it will recommend any reputable broker without designating specific brokerage relationships.
The principal maintains separate, full‑time employment producing real estate and business appraisals and also owns an appraisal and brokerage company that appraises and brokers businesses, machinery/equipment, and real estate, a combination of activities that is uncommon for peers in this category. The firm’s involvement in real estate brokerage and appraisal services, together with its current lack of managed client assets, is a distinctive feature relative to many investment managers.
Client services
Expertise
Fee options
$1 - $5,000: $15 per month $5,001 - $10,000: $20 per month $10,001 - $15,000: $25 per month $15,001 - $20,000: $35 per month $20,001+: 1% annually (charged monthly as 1%/12)
Account minimum: $1 Minimum fee: $15 to $35 per month depending on account size
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Also doing business as
H H Financial Consultants · Herman Hector Monge
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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