H.S. FINANCIAL, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
SAN DIEGO, California
CRD number
136731
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

H.S. Financial, Inc. operates as a corporation and is primarily engaged in providing financial planning services. The firm is structured as a registered representative of a broker-dealer and also functions as an insurance broker. While it does not actively pursue ESG investments, H.S. Financial focuses on delivering fixed fee services to its clients. The firm is not classified as a capital allocator and does not have affiliations with other advisory firms or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PAUL HONEYCUTT

    PresidentCRD 1733809

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
11373 Mandrake Pt
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth