# Hall Financial Wellness

Hall Financial Wellness is an Asset Manager based in Newport Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Frisco, TX, United States
- **Assets under management:** Undisclosed
- **Website:** hallfinancialwellness.com

## Regulatory record

- **CRD number:** 334520
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334520

## About

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.

## Sectors

- Financial Services

## People

- Suzan Hall
- Suzan Hall — Retirement Plan Fiduciary Advisor

## 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.

## Related profiles

- [Halcyon Venture Partners](https://altss.com/profile/halcyon-venture-partners-llc)
- [Hall Street Ventures](https://altss.com/profile/hall-street-ventures-management-llc)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/hall-financial-wellness

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology