This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
About Swan DFW Financial Solutions, LLC
SWAN DFW Financial Solutions is a Fort Worth, TX fiduciary financial planning firm serving individuals and families from early career through retirement. The team delivers customized planning and ongoing guidance with transparent fees, with a focus on retirement outcomes and client peace of mind. Portfolios commonly use ETFs and public funds, with custody available through Charles Schwab. The firm also produces the weekly Wealth Defense Radio/podcast hosted by Hector Hinojosa.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HECTOR NOE HINOJOSA
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2387082
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
Joshua N Hinojosa
--
- CRD
- #7631604
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,751,150 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,751,150 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing