Hall Private Wealth Advisors

Hall Private Wealth Advisors (CRD# 175335) is a financial advisory firm headquartered in Solana Beach, CA. They manage $150,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $1,875,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hall Private Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Patrick S. Maher
CRD#: 734712
462 Stevens Avenue, Suite 105, Solana Beach, CA 92075
93
Wealthminder
score

Patrick Maher (CRD# 734712) is an Investment Advisor Representative working at Hall Private Wealth Advisors in Solana Beach, CA and has over 31 years of experience in the finance industry.

2
Natalie L. Stillman
CRD#: 2314765
462 Stevens Avenue, Suite 105, Solana Beach, CA 92075
83
Wealthminder
score

Natalie Stillman (CRD# 2314765) is an Investment Advisor Representative working at Hall Private Wealth Advisors in Solana Beach, CA and has over 24 years of experience in the finance industry.

3
Russell M. Hall
CRD#: 2098008
462 Stevens Avenue, Suite 105, Solana Beach, CA 92075
65
Wealthminder
score

Russell Hall (CRD# 2098008) is founder, owner and Managing Director at Hall Private Wealth Advisors, LLC, a Registered Investment Advisor started in April 2015 offering a range of wealth planning and asset management services. 

 

Mr. Hall is an Investment Advisor Representative as well as a General Securities Representative, giving him the ability to advise on fee-based assets as well as transact for clients not part of the firm's fee-based advisory services through the firm's executing broker-dealer M.S. Howells & Co.  

 

Mr. Hall has over 26 years of experience in the finance industry and leads a team of Investment Advisor Representatives with multiple roles and specialties in financial planning, life insurance and business succession, estate planning and business retirement plans. 

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.