Hall Financial Services, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hall Financial Services, Inc. serves individual and high-net-worth clients with personalized financial planning and advisory services. The firm offers Advice‑Only™ standalone planning engagements and, when clients desire ongoing portfolio management, recommends third‑party investment managers and coordinates monitoring arrangements.
The Advice‑Only™ methodology is structurally separated from asset management and product sales: during planning engagements HFS does not take custody of client assets, execute trades, or accept third‑party compensation. For clients who use third‑party managers, HFS does not exercise trading discretion and provides periodic reviews and tailored recommendations based on multiple analytical approaches.
The firm publishes written educational content and provides instructional programs under its Advice Only name, including periodic materials for clients, a capability that is uncommon among solo independent advisers. Hall Financial Services also tends to focus on higher‑balance clients and generally does not refer lower‑balance retail (non‑HNW) accounts to third‑party managers, reflecting its emphasis on separated planning engagements and selective use of outside manager programs.
Client services
Expertise
Fee options
Accounts less than $300,000+: Hourly/project rate only, no asset fee $300,000 - $500,000: 0.75% to 0.50% (75 - 50 bps) $500,000 - $1,000,000: 0.50% to 0.35% (50 - 35 bps) $1,000,000 - $2,000,000: 0.30% to 0.16% (30 - 16 bps) $2,000,000+: Negotiable
$175 per hour, negotiable
Fee-only: Financial planning fees at $175 per hour (negotiable)
Main office
520 Tamalpais Dr, #206
Corte Madera CA 94925
Advisors at this office
1
Most active in
California
Also doing business as
Advice Only · Advice Only Financial Advisors · Hall Financial Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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