Tonya Hall is a CFP-designated registered investment advisor at Hall Financial Advisors, PC, based in Marietta, GA, with 10 years of industry experience. Tonya 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, Investment Management, and 2 more. Their firm serves 51 clients with $22M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
324 Cherokee St Ne, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tonya is the owner and sole proprietor of Tonya Hall CPA PC since 2009, providing tax preparation, bookkeeping, and accounting services. This occupies nearly full-time hours for Tonya, involving client returns/reports, staff supervision, billing, and scheduling.
Employment History
Current Registrations
Hall Financial Advisors, PC
Previous Registrations
Unify Wealth
State Registrations1 state
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