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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $1.9M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 5
      number of clients
    • $380.0K
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Property & Casualty Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Craig Hawkins, CFP®
June 2012

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Craig Alvin Hawkins Proprietor/Principal May, 2012 75% or more
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees