H
Hobbs Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$0
About
The firm works primarily with individual clients and provides limited‑scope financial planning and consulting services, including portfolio reviews, retirement projections, required minimum distribution calculations, and portfolio proposals. Services are delivered as discrete advisory engagements; the firm does not custody or manage client investment accounts.
Investment guidance is informed by third‑party research and a buy‑and‑hold orientation, with recommendations that generally emphasize no‑load mutual funds while leaving implementation and ongoing portfolio management to the client or another adviser. The firm does not accept discretionary authority, does not participate in wrap or performance‑based programs, and will only review accounts when specifically engaged to do so.
Distinctive for a solo independent adviser, the firm’s principal is also a registered representative of a broker‑dealer and is licensed to sell insurance, so clients who choose to implement recommendations through those channels may be subject to brokerage or insurance commissions. The combination of a very small client base, a limited‑purpose, non‑custodial advisory model, and dual broker/insurance affiliations sets the firm apart from peers that offer ongoing asset management or asset‑based advisory arrangements.
Client services
Financial planning
Expertise
General retirement planning
Fee options
$150 per hour for consultations; $175 per hour for research; $35 per hour for document preparation; initial consultation fee negotiable.
Fee-only: Hourly fees: $150/hour for consultations; $175/hour for research; $35/hour for document preparation; initial consultation fee negotiable; thereafter fees non-negotiable and rounded to nearest quarter hour.
Main office location
Hobbs Advisory Services
Tucson AZ, United States
Number of offices
1
Most active in
Hobbs Advisory Services has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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