AH
CFP
AH
CFP

Ashley Hodge

32 Years of Experience
Colleyville, TX
1 DisclosureBroker

Ashley Hodge is a CFP-designated registered investment advisor at Advisor Resource Council, based in Colleyville, TX, with 32 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Colleyville, 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
May 2004
Denied
Other Business Activities

Ashley co-owns Bearstruth.com, a Baylor sports website, dedicating minimal time. She also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.

Employment History
Current Registrations
Advisor Resource Council
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
LPL Financial LLC
May 2025 - July 2026 · 1 yr 2 mos
Wwk Wealth Advisors
September 2012 - April 2019 · 6 yrs 7 mos
LPL Financial LLC
July 2004 - June 2013 · 8 yrs 11 mos
UBS Financial Services INC.
August 2000 - July 2004 · 3 yrs 11 mos
UBS Financial Services INC.Broker
August 2000 - July 2004 · 3 yrs 11 mos
J.C. Bradford & CO.Broker
July 1999 - August 2000 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - July 1999 · 5 yrs 4 mos
State Registrations15 states
ARCACOFLGAKSMDMSNJOHOKPATXWIWV
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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