Hook Financial Services is a registered investment advisor based in Virginia Beach, Virginia, that helps clients connect with independent third-party investment managers while providing ongoing oversight of those portfolios. Hook Financial Services does not directly manage client money or hold custody of client assets. In addition to advisory referral services, Hook Financial Services offers comprehensive financial planning and focused financial consulting. The financial planning process evaluates a client's overall financial situation, including personal records, tax and cash flow, existing investments, insurance coverage, retirement strategies, and estate planning. Hook Financial Services also offers targeted financial consulting for specific topics such as portfolio reviews or estate planning. The firm emphasizes a long-term investment approach rooted in modern portfolio theory and asset allocation. Hook Financial Services has no minimum account size or minimum fee requirements for its referral services.
Fee Structure
- Fixed fee financial planning and consulting — $500 to $10,000 depending on the complexity of the situation and the experience level of the staff
- Hourly consulting — $150 to $600 per hour for focused advice on specific topics such as estate planning, retirement planning, or portfolio reviews