JW Hall Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,455,125
Clients
6
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$1,075,854
About
JW Hall Financial LLC is a fee‑only registered investment adviser that provides wealth management, investment management, and comprehensive financial planning to high‑net‑worth individuals and corporate clients. The firm manages roughly $6.45 million across a very small client base (six clients) and offers planning services that include business planning, employee‑benefits optimization, retirement and estate planning, and coordinated tax and legal referrals.
The firm’s investment approach combines Modern Portfolio Theory with a mix of passive and active strategies and employs fundamental, technical, charting and cyclical analyses to select funds and securities, generally favoring longer‑term holdings while permitting shorter‑term trades when appropriate. It typically acts on a discretionary basis, provides financial plans at no additional fee, and directs clients to maintain custody at a recommended institutional custodian.
Compared with peers, JW Hall is a newly formed, single‑advisor firm with an unusually small roster and no reported non‑high‑net‑worth individual clients, concentrating its business on higher‑net‑worth and institutional relationships. The firm relies on custodian‑provided account statements for performance and holdings reporting, does not aggregate client trades into block orders, and operates under a percentage‑of‑AUM, quarterly‑in‑arrears billing model.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Fee-only firm; compensated solely by clients' advisory fees with no commissions or sales-related compensation
Main office location
JW Hall Financial LLC
18756 Stone Oak Pkwy, Ste 200
San Antonio TX 78258, United States
Number of offices
1
Most active in
JW Hall Financial LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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