Debra Hartsfield is a ChFC-designated registered investment advisor at Dph Financial, based in Pearland, TX, with 21 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 19 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K - $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.5M | 0.40% |
| $1.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees negotiable above $3,000,000. Accounts less than $25,000 are charged a flat quarterly fee of $25-$55.
Fee Estimator
Location
Pearland, TX
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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
Debra is licensed to sell life and health insurance through her group license with the State of Texas. She is also an investment adviser representative for DPH Financial LLC.
Employment History
Current Registrations
Dph Financial
Previous Registrations
Barrington Financial Advisors, INC.
Mandalay Financial, L.L.C.
On Investment Management CO
Barrington Financial Advisors INC
State Registrations1 state
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.