HOBART WEALTH

7733 Ballantyne Commons Parkway
Suite 101
Charlotte, North Carolina 28277
Tel: 888-553-0122

About HOBART WEALTH

HOBART WEALTH, formally registered with the SEC as HOBART WEALTH. The firm was established in 02/29/2016. They have over 3 offices throughout the country.

HOBART WEALTH is a Charlotte, North Carolina based Financial Planning firm with nearly $326,212,682 assets under management, offering retirement planning & investment advisory services to 1862 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168494
SEC#	801-107338
Assets Managed by Firm	$326,212,682
No. of Clients	1862
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1862	$326,212,682
Individuals (other than high net worth individuals)	570	$203,718,916
High net worth individuals	84	$122,374,701
Charitable organizations	1	$119,065

More Retirement Planning firms in Charlotte, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

Explore More Retirement Advisors in Charlotte, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.