Heath Hamrick is a CFP-designated registered investment advisor at H Cubed Financial Solutions, based in Granbury, TX, with 19 years of industry experience. Heath 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 2 more. Their firm serves 44 clients with $29M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Institutional accounts have a different fee schedule: First $5M: 0.75%, $5M-$10M: 0.50%, Over $10M: 0.25%
Fee Estimator
Location
Granbury, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
H Cubed Financial Solutions
Previous Registrations
Team Financial Strategies
Northwestern Mutual Investment Services,llc
Edward Jones
State Registrations1 state
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