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Hussmen Financial
SEC-regulated
Registered investment advisor
Hussmen Financial, operated by Philip A. Huss, CPA, PLLC, has been providing financial advisory services since January 1999. The firm specializes in investment supervisory services and financial planning, offering services tailored to individual client needs. Clients can benefit from services such as cash flow and debt management, college savings planning, retirement planning, risk management review, tax planning, and estate planning review. The firm's investment strategies include long-term trading, short-term trading, and margin transactions. Clients have the option to engage in ongoing comprehensive financial planning or limited scope projects, with fees ranging from $250 to $350 per hour. The firm does not have a minimum initial investment requirement and acts as a fiduciary, always prioritizing the best interests of clients. Clients have the option to grant investment discretion to the firm, allowing for the buying and selling of securities on their behalf. The firm does not accept performance-based fees and has no disciplinary disclosures related to management persons. Clients receive regular reports and have access to surprise audits for added transparency and accountability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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