AH
CFP
AH
CFP

Andrew Hook

21 Years of Experience

Andrew Hook is a CFP-designated registered investment advisor at Hook Financial Services, LLC, based in Virginia Beach, VA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 8 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Financial Planning: Fixed fee, typically ranging from $500 to $10,000, depending on the specific arrangement reached with the client.
  • Financial Consulting: On an hourly basis, typically ranging from $150 to $600 per hour.
One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $600/hr
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Location

295 Bendix Road #170, Virginia Beach, VA, 23452

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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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Other Business Activities

Andrew is a managing member at Hook Law Center, P.C., a law firm, since 2012. This activity takes about a quarter of his time.

Employment History
Current Registrations
Hook Financial Services, LLC
March 2005 - Present · 21 yrs 1 mo
State Registrations1 state
VA
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.
Andrew Hook - Financial Advisor | TrueAdvisor