JV
JV

Joseph Valletta

35 Years of Experience
Baltimore, MD

Joseph Valletta is a registered investment advisor at Hr Investment Consultants, INC., based in Baltimore, MD, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
One-Time Plan:$1,000 - $200,000
Hourly Rate:$275 - $325/hr
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Location

305 W. Chesapeake Avenue, Suite 205, Baltimore, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is a 50% owner of Pension Data Source, Inc. (PDS), a company that publishes fee benchmarking data for retirement plans, since 2009. He dedicates about 10-20% of his time to oversight and data management for PDS.

Employment History
Current Registrations
Hr Investment Consultants, INC.
November 1990 - Present · 35 yrs 6 mos
State Registrations2 states
MDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Valletta - Financial Advisor | TrueAdvisor