A complete list of active advisors currently associated with H H Financial Consultants
Warmer can help you find a great advisor at H H Financial Consultants or one who fits your needs even better.
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.
To learn more about the advisors currently working at H H Financial Consultants, 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.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 9
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)