H&S TAX AND WEALTH ADVISORS LLC

Overview

H&S Tax And Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator. It lists an accounting affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives