TD
TD

Tejal Dilip Desai

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
8 clients
Average Client Portfolio
Not specified

Fee Structure

Financial planning and consulting fees range from $500 to $10,000 as a fixed fee, or $150 to $600 per hour, depending on the service and complexity. All fees are negotiated.

One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $600/hr
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Location

295 Bendix Road Suite 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

Tejal is a managing partner at EC Tangle Land Owner, LLC, a real estate development company. She spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Hook Financial Services, LLC
November 2022 - Present · 3 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.