Hook Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hook Financial Services is a small, state‑registered independent advisory firm that serves individuals and high‑net‑worth clients. The firm provides advisory referral (solicitor) services to connect clients with independent registered investment advisers and also offers written financial planning and more focused financial consulting, but it does not manage client assets or take custody.
When arranging referrals, the firm conducts due diligence on third‑party managers, assists in developing written investment policy statements, and monitors manager performance and overall asset allocation over time. Its financial planning engagements use an in‑depth information‑gathering process to produce comprehensive written plans addressing personal, tax, investment, insurance, retirement, and estate matters.
Distinctive aspects disclosed in the brochure include an affiliation with a law firm that specializes in elder law and personnel who hold real‑estate brokerage and insurance licenses, creating reciprocal referral relationships and the potential for additional compensation. The firm does not provide direct portfolio management or charge percentage‑of‑assets fees; instead it receives a portion of advisory fees from the independent advisers it refers and charges fixed or hourly fees for planning and consulting.
Client services
Expertise
Fee options
Fixed fees for financial planning typically range from $500 to $10,000.
Hourly fees typically range from $150 to $600 per hour.
Fee-only: Fixed fees typically range from $500 to $10,000 depending on arrangement.
Main office
295 Bendix Road #170
Virginia Beach VA 23452
Advisors at this office
1
Most active in
Virginia
Also doing business as
Hook Financial Services, LLC · Oast & Hook Financial Services, LLC
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:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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