Tonya Hall is a CFP-designated registered investment advisor at Hall Financial Advisors, PC, based in Marietta, GA, with 11 years of industry experience. Tonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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% |
The minimum annual fee is $500. Fees are negotiable for retainer agreements and financial plans, but the advisory service agreement minimum fee is not negotiable.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
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
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