Hobert Witt
Hobert Witt is a registered investment advisor at Witt Financial Group, LLC, based in Crossville, TN, with 23 years of industry experience. Hobert 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, High Net Worth, and 4 more. Their firm serves 316 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Witt Financial Group recommends third-party investment advisors to clients. These advisors share the investment advisory fees charged on client accounts. The maximum advisory fee to the client is 1.50%. The fees are negotiable. The specific fee arrangements are detailed in the contract between Witt Financial Group, the chosen third-party advisor, and the client.
Location
91 Hwy 70 East, Suite 102, Crossville, TN, 38555
Get directionsHistory
Regulatory History (2)
Regulatory
February 2020Criminal
May 1978Other Business ActivitiesSells Insurance
Hobert is the owner of Witt Financial Group, LLC since 2003, which involves insurance and investments. He spends about a quarter of his time on general activities and full-time or more on trading.
Employment History
Current Registrations
Witt Financial Group, LLC
Previous Registrations
Sgl Financial, LLC
Planmember Securities Corporation
Planmember Securities CorporationBroker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Financial Group, INC.Broker
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
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.