Hector Hinojosa
Hector Hinojosa is a CFP-designated registered investment advisor at Swan Dfw Financial Solutions, LLC, based in Fort Worth, TX, with 22 years of industry experience. Hector operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 112 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2013Employment Separation After Allegations
December 2010Other Business ActivitiesSells Insurance
Hector is an owner/agent at Hinojosa & Associates, focusing on financial and insurance sales, dedicating nearly full-time hours to this. He is also involved with several non-profit organizations, including First Tee of Ft. Worth, Financial Education for America Starts Today (FEAST), Genesis Alliance, and Ministerio Next Generation.
Employment History
Current Registrations
Swan Dfw Financial Solutions, LLC
Previous Registrations
Planmember Securities Corporation
Veritrust Financial, LLC
New England Securities Corporation
Banc of America Investment Services, INC.
Terra Financial Planning Group LTD
Tag Capital Management, INC.
State Registrations2 states
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.