HALL FINANCIAL WELLNESS

Overview

Hall Financial Wellness is a small, limited liability advisory practice that focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges a mix of percentage-of-AUM and fixed fees, and its filings show the advisory mandate is executed primarily on a non-discretionary basis. Investment activity centers on public equities—with exchange-traded instruments forming the core of portfolios—while the firm also incorporates mutual funds and external alternative managers to broaden exposure. Hall Financial Wellness is structured as an owner-operated advisory business (individual owner type) rather than a capital allocator or multi-state RIA platform. The filing indicates the firm does not emphasize ESG integration. Given the small asset base, investment decisions are likely implemented through liquid, standardized instruments (ETFs and mutual funds) supplemented by access to third-party alternative managers where deemed appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices