TrueAdvisor
TrueAdvisor
HK
HK

Hadi Kusumo

Transamerica Financial Advisors, LLC
22 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Hadi Kusumo is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Houston, TX, with 22 years of industry experience. Hadi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2550 Gray Falls Dr, Ste# 395, Houston, TX, 77077

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Hadi is involved in several business activities, including managing office property as President of Dreambuilders Star LLC, providing estate planning services as an Independent Rep for LSPN Pro, LLC, and being a joint owner of family rental property. He also provides bundled professional services with emphasis on estate planning services for InheritGuard LLC and is an independent contractor for Benefit Mall and Dream Builder Financial.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 9 mos
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Investment Advisors International, INC.
July 2011 - January 2012 · 6 mos
World Group Securities, INC.Broker
January 2004 - January 2012 · 8 yrs
State Registrations12 states
AZCACOFLKYMAMDNCNYPATXWA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →