A complete list of active advisors currently associated with Mollot & Hardy, Inc.

Warmer can help you find a great advisor at Mollot & Hardy, Inc. or one who fits your needs even better.

Mollot & Hardy advises individuals (including high-net-worth clients) and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting and management services. The firm’s services include ongoing portfolio supervision, written financial plans, fiduciary consulting and discretionary fiduciary management for qualified plans, and participant education offerings. The firm typically constructs diversified portfolios using mutual funds and ETFs, emphasizes asset allocation and periodic rebalancing, and tailors recommendations through one-on-one interviews and questionnaires; clients may impose reasonable investment restrictions and Mollot & Hardy can select sub‑advisers or model strategies on their behalf. Account custody and trading are routed through Pershing via the Focus Partners platform and Osaic Wealth relationships, with the firm monitoring sub‑advisers and providing regular performance reporting to clients. Mollot & Hardy is a small advisory team that discloses several less-common features: it advertises third‑party ratings and operates on a bundled fee basis that includes platform, sub‑adviser and broker/dealer components (a wrap‑style arrangement reflected in its blended fee disclosures). The firm also provides educational seminars and participant enrollment support through its retirement services, and its representatives act in separate capacities as registered representatives and licensed insurance agents, which the brochure discloses can create commission-related conflicts of interest.

To learn more about the advisors currently working at Mollot & Hardy, Inc., 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.