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JH
ChFC
JH
ChFC

James Hintz

Mha Financial CORP
37 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Hintz is a ChFC-designated registered investment advisor at Mha Financial CORP, based in Houston, TX, with 37 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 138 clients with $98M in assets under management.

Mha Financial CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
138 clients
Average Client Portfolio
$710K average
Assets Under Management
$98.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Firm also offers a flat rate option of 2.0% on investable assets. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Houston, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2012
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is involved in several business activities, including owning Physicians Investment Advisory Services of Texas and Doctors Financial Services, and working as an investment advisory representative for MHA Financial Corp. He also dedicates time to teaching spin classes and tax planning, and is involved with insurance premium finance trusts and variable insurance/annuity sales.

Employment History
Current Registrations
Four Points Capital Partners LLCBroker
January 2019 - Present · 7 yrs 9 mos
Mha Financial CORP
January 2019 - Present · 7 yrs 9 mos
Four Points Capital Partners LLC
January 2019 - Present · 7 yrs 9 mos
Physicians Investment Advisory Services of Texas, LLC
October 2015 - Present · 11 yrs
Previous Registrations
Mha Financial CORP
January 2019 - January 2019 · 0 mos
Mha Financial CORP
January 2014 - December 2018 · 4 yrs 11 mos
Mha Financial CORPBroker
October 2013 - December 2018 · 5 yrs 2 mos
Edi Investment Advisor Corporation
June 2013 - November 2013 · 5 mos
Edi Financial, INC.Broker
April 2013 - November 2013 · 7 mos
Allied Beacon Wealth Management, LLC
March 2011 - March 2013 · 2 yrs
Allied Beacon Partners, INC.Broker
January 2011 - March 2013 · 2 yrs 2 mos
American Beacon Wealth Management, INC.
July 2010 - June 2011 · 11 mos
Kcd Financial, INC.Broker
October 2008 - March 2009 · 5 mos
Precision Retirement Group, INC
October 2007 - December 2007 · 2 mos
American Beacon Partners, INC.Broker
February 2007 - February 2011 · 4 yrs
Oneamerica Securities, INC.
July 2006 - February 2007 · 7 mos
Oneamerica Securities, INC.Broker
July 2003 - February 2007 · 3 yrs 7 mos
Washington Square Securities, INC.Broker
January 1989 - June 2003 · 14 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.
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