HALL FINANCIAL SERVICES, INC

Overview

Hall Financial Services, Inc. operates as a small, advisor-led corporation focused on financial planning and portfolio management for individuals and small businesses. The firm offers a mix of service styles—advisory selection of other advisers and published client communications—indicating a consultative role that combines planning, manager selection and periodic market commentary. Fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, which supports both transactional/planning work and the possibility of ongoing advisory relationships. The firm is identified as a capital allocator, but it is not an active ESG investor and is not registered as a multi-state adviser. Its business footprint and stated activities point toward a retail client focus rather than institutional pension consulting. Services explicitly listed include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and publication of periodicals or newsletters.

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Location & Offices