Hall Retirement Planning Services offers customized financial planning and investment management services. Founded in 1985 and led by Spencer Hall, the firm helps clients build diversified portfolios of stocks, bonds, and other investments aligned with their goals, risk tolerance, and tax situation. Hall Retirement Planning Services also assists with retirement projections, Social Security and pension decisions, and coordinates with outside professionals for tax and estate planning. The firm operates with a legal obligation to act in your best interest when providing retirement advice.
Assets Under Management$250M
Clients248
Advisors2
Avg. per Client$990K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Different fee schedules apply to certain asset types like annuities and 529 plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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