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Hall Financial Wellness
Hall Financial Wellness is an independent registered investment advisor (RIA) specializing in retirement plan advisory solutions and professional 401(k)...
Hall Financial Wellness
Hall Financial Wellness is an independent registered investment advisor (RIA) specializing in retirement plan advisory solutions and professional 401(k) oversight for plan sponsors and participants. The practice focuses on ERISA fiduciary guidance, cost efficiency, customized plan design, and ongoing participant education. It works with recordkeepers and third-party administrators to reduce employer liability and maximize employee savings.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Frisco, TX, United States
Principals
Suzan Hall
Suzan Hall
Retirement Plan Fiduciary Advisor
Sector focus
Frequently asked questions
How does Hall Financial Wellness generate revenue?
The firm operates on two parallel revenue tracks. Employers pay flat or per-employee fees for workplace financial wellness programming — workshops, one-on-one counseling, and digital content. Separately, individual clients pay asset-based advisory fees or fixed planning retainers for personal wealth management. This dual-revenue structure reduces reliance on pure AUM growth for firm profitability.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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