Raymond Hobson
Raymond Hobson is a CFP-designated registered investment advisor at Hf Advisory Group, LLC, based in Annapolis, MD, with 31 years of industry experience. Raymond 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 5 more. Their firm serves 402 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HF Advisory Group manages your investment portfolio for a fee based on the value of your account. The fee ranges from 0.5% to 1.75% annually. The exact fee is negotiable and will be in your advisory agreement.
Location
166 Defense Highway, Suite 102, Annapolis, MD, 21401
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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 →Other Business ActivitiesSells Insurance
Raymond is involved in independent insurance sales since 2001. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Hf Advisory Group, LLC
Previous Registrations
The Institute
Institute for Wealth Advisors, INC.
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
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.