Retirement Planning Services

Hall Retirement Planning Services, LLC is a financial planning and investment advisory firm founded in 1985 by Steven Hall, with Spencer Hall joining in 2010. The firm offers services such as financial planning and asset management, tailored to individual needs. Spencer Hall, CRD number 5821183, is the owner and President of the firm. The firm's services include building collaborative financial plans, asset allocation, tax planning, and retirement planning. They offer a fee-based financial planning service and asset management service with a maximum annual fee of 1.00%, payable quarterly. Clients have the option to waive the financial planning fee if they engage in asset management. The firm acts as a fiduciary, putting clients' interests first and avoiding conflicts of interest. They do not charge performance-based fees or engage in side-by-side management. The firm serves both high-net-worth and non-high-net-worth individuals, as well as charitable organizations and corporations, with no minimum asset requirement. Clients receive regular account reviews and statements, and the firm does not vote on client securities. The firm does not receive compensation for client referrals and does not vote on client securities. The brochure also outlines the firm's investment strategies, risk factors, and financial stability.