Gregory Hodges is a CFP-designated registered investment advisor at Greg Hodges Financial Advisory, based in Normal, IL, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 26 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable depending on individual circumstances and the scope of the engagement.
Fee Estimator
Location
Normal, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Greg Hodges Financial Advisory
Previous Registrations
Raymond James Financial Services
State Registrations1 state
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