Hall Financial Advisors, Pc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include investment supervisory services, comprehensive financial planning (cash flow, retirement, education, estate planning), and consultations on tax and insurance matters.
The firm follows a strategic asset-allocation approach using a core-and-satellite framework, favoring passively managed index and ETF positions as the core while adding actively managed funds or individual securities where appropriate; portfolios are globally diversified and documented in client-specific investment policy statements. Hall Financial Advisors accepts discretionary trading authority for client accounts, conducts at least quarterly reviews, and places trades through qualified custodians while clients retain asset custody.
A distinctive feature is that the advisory practice is affiliated with and operates alongside a public accounting firm, with the firm’s principal holding CPA credentials and devoting a substantial portion of practice time to tax and accounting work; tax preparation and CPA services are offered separately from advisory engagements. As a small, fee-only adviser managing roughly $22 million for about 50 clients, the firm combines investment management with in-house tax and accounting capabilities — an arrangement that is uncommon among similarly supported advisory firms.
Client services
Expertise
Fee options
Retainer Agreement: $2,500.00 annual fee (negotiable); Investment Management Agreement: $2,500.00 annual fee (negotiable); Financial Planning fee minimum $1,000 (negotiable)
$0 - $2,000,000.00: 1.00% $2,000,000.01+: 0.50%
$270.00 per hour for follow-on implementation work, tax preparation, and limited scope engagements
Account minimum: $50,000.00 Minimum fee: $500.00 minimum annual fee for Advisory Service Agreement; $1,000 minimum fee for financial plan (negotiable) Fee-only: Yes, strictly fee-only; no commissions accepted
Main office
324 Cherokee St NE
Marietta GA 30060
Advisors at this office
1
Most active in
Georgia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
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”)