Updated November 20, 2023
Avatar

HoyleCohen

Investment Advisor Firm
Total assets under management$3.1B
Years in business23+

About HoyleCohen

HoyleCohen Wealth Management, based in San Diego, California, understands that each client's financial situation is unique and requires personalized attention. Their team of experienced advisors takes the time to understand their client's goals, risk tolerance, and time horizon to develop a comprehensive wealth management plan tailored specifically for each person who walks through their doors.

The firm's approach to wealth management goes beyond traditional financial planning. They believe in taking a holistic view of their client's financial well-being by considering all aspects of their lives. This includes addressing tax strategies, estate planning, insurance needs, legacy planning, and charitable giving.

One of the key benefits of working with HoyleCohen is the company's commitment to long-term relationships. They strive to build trust with their clients through open and transparent communication, and advisors provide objective advice without conflicts or hidden agendas.

The firm also understands that life is unpredictable and unexpected events can occur. That's why they aim to prepare their clients for unusual circumstances and are there to support them if the unexpected does happen. Their team of experts is always available to guide and help navigate challenging times.

When it comes to investment options, they offer robust solutions designed to suit clients' individual needs. Whether you are looking for stable income generation, minimizing downside risk, or maximizing return on investment, HolyCohen's advisors can help craft an investment strategy that aligns with your goals.

Additionally, the firm provides easy-to-use tools that allow advisors to maintain transparency and offer complete visibility into their wealth management strategies. With these tools, clients can easily track their account activity and stay updated on market trends.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management

More about HoyleCohen

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14112521

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than HoyleCohen.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than HoyleCohen.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ