BH
CFP
BH
CFP

Bryon Hatrel

33 Years of Experience
River Redge, LA
Broker

Bryon Hatrel is a CFP-designated registered investment advisor at Edward Jones, based in River Redge, LA, with 33 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

River Redge, LA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryon owns multiple rental properties and is involved with several hunting and fishing-related businesses, including Russo/Hatrel LLC, Easy Business Outdoors, Easy Business Colorado, Cotton Mouth Plantation LLC, and Easy Business Louisiana. He dedicates minimal time to these activities.

Employment History
Current Registrations
Edward Jones
October 2006 - Present · 19 yrs 7 mos
Edward Jones
July 1992 - Present · 33 yrs 10 mos
Edward JonesBroker
July 1992 - Present · 33 yrs 10 mos
State Registrations17 states
ALARCACOFLGALAMOMSNCSCSDTNTXVAWAWI
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.