HASTIE FINANCIAL GROUP

Overview

Hastie Financial Group is organized as a limited liability company and appears to operate primarily as a fee-for-service financial planning practice. Its stated fee approach relies on hourly billing and fixed fees rather than asset-based advisory charges. The firm is listed as an owner type combining a domestic entity and an individual and is not identified as a capital allocator. Regulatory and operational descriptors show a relatively narrow scope: the entity is marked as "unclassified" for adviser type, is not listed as a multi-state adviser, and is not designated as an active ESG investor. The firm does not list pension consulting activity, is not identified as a related adviser, and is not a newly formed adviser. Reported industry affiliations include relationships with a broker-dealer, another investment adviser, and an insurance company, suggesting access to broker-dealer and insurance product channels alongside its planning practice.

Investments & Alternatives

Location & Offices