MH
CFP
MH
CFP

Marnie Hards

20 Years of Experience
Morris Plains, NJ

Marnie Hards is a CFP-designated registered investment advisor at Aznar Financial Advisors, LLC, based in Morris Plains, NJ, with 20 years of industry experience. Marnie 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 3 more. Their firm serves 37 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$169.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $4.0M0.70%
$4.0M - $7.0M0.55%
$7M+0.40%

Minimum quarterly fee of $3,000. Fees are negotiable.

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

Morris Plains, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aznar Financial Advisors, LLC
April 2005 - Present · 21 yrs 1 mo
State Registrations2 states
NJTX
Advisor

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.