Quincy Hall is a CFP-designated registered investment advisor at Hall Financial Services, INC, based in Corte Madera, CA, with 14 years of industry experience. Quincy 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | Included |
| $300K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.30% |
Fees shown are for Hall Financial Services' portion only. Third-party managers charge an additional fee of up to 0.60%. Total combined fees will not exceed 1.50% annually. Accounts under $300,000 are generally not referred to third-party managers and use hourly rates instead. Fees for accounts over $2,000,000 are negotiable.
Fee Estimator
Location
520 Tamalpais Dr, #206, Corte Madera, CA, 94925
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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
Quincy is a professor/lecturer at The College of Marin Community Education since 2018, teaching financial planning concepts. Since 2019, Quincy is also an author and instructor under the business name Advice Only (R), publishing books and providing education courses about financial planning concepts, dedicating a few hours per week.
Employment History
Current Registrations
Hall Financial Services, INC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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