Stephen Hyde is a CFP-designated registered investment advisor at Hfm Investment Advisors, INC., based in Newark, DE, with 36 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 220 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFM Investment Advisors' fee for investment management ranges from 0.25% to 1.25% of the value of your portfolio per year, depending on the situation, complexity, and services provided. The specific fee and services will be agreed upon in your advisory contract. Fees are negotiable and are paid quarterly, based on the amount of time remaining in the billing period.
Location
Newark, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a trustee for the Mary D. Hyde Living Trust, a board member/trainer for the Catholic Leadership Institute, owner of HFM Investment Advisors, Inc. (taking about half of Stephen's time), and a board member for St. Marks High School. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Hfm Investment Advisors, INC.
Previous Registrations
MML Investors Services, LLC
State Registrations3 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.