HARGRAVE & ASSOCIATES LLC

Hargrave & Associates LLC is a California registered investment advisor located in Redlands, CA.  We offer fee-based  financial advice to individuals and businesses. Financial planning and investment management are offered on a fee-only basis, for which we are compensated by billing hourly, project or fixed fee, or as a percentage of assets under management.  We are also licensed to provide risk management advice and insurance products for which we can receive commissions.  In all cases, we assume the role of the client's fiduciary, in that we always place the interests of the client above our own.

 

The  investment advisor representatives of Hargrave & Associates LLC are professionally trained & licensed and have adopted a strict code of ethics as enforced by the CFP® Board of Standards.

Our firm differentiates itself from most financial advisory firms and brokers by practicing without accepting commissions on investment products.  This enables us to avoid most of the inherent conflicts of interest associated with the sale of securities.  Our goals and incentives are aligned with yours as we work together to implement a custom plan to achieve your financial goals.



We invite you to look around our website and take advantage of the many tools we offer. There are many financial calculators, articles written by our associates and other tools available for you to use free of charge.

If you have any questions regarding our firm, associates, or the services we offer please contact us by clicking on the "contact us" link above.

Our initial get acquainted meeting is without charge so you can feel comfortable talking about your specific planning needs and your budget for these services. 

As of July 2005 & January 2006, any brokerage firm that offers fee-based accounts must prominently disclose the following: "our interest may not always be the same as yours", "brokerage firms MAY NOT offer FINANCIAL PLANNING services, except in accounts regulated as investment advisory accounts.