George Hammontree is a registered investment advisor at Hfp Investments, based in Columbia, MO, with 8 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual fee rate varies from client to client based on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. The annual fee is negotiable.
Fee Estimator
Location
601 Business Loop 70 West, Suite 221, Columbia, MO, 65201
Get directionsHistory
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 ActivitiesSells Insurance
George is involved in fixed insurance sales through Hammontree Financial Partners, LLC since 2016. This activity takes about a quarter of his time and occurs during trading hours.
Employment History
Current Registrations
Hfp Investments
Previous Registrations
Sound Income Strategies, LLC
Secure Investment Management, LLC
First American National Investment Advisors, LLC
Gebhardt Group, INC
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.