Hc Financial Advisors Inc.

Hc Financial Advisors Inc. (CRD# 110436) is a financial advisory firm headquartered in Lafayette, CA. They manage $264,169,407 in 777 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $339,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, NH, OR, TX

Financial Advisors at Hc Financial Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Stephen C. Biggs
CRD#: 2379595
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
96
Wealthminder
score

Stephen Biggs (CRD# 2379595) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 9 years of experience in the finance industry.

2
Katherine M. Horton
CRD#: 6053105
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Katherine Horton (CRD# 6053105) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 4 years of experience in the finance industry. Katherine Horton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew C. Byron
CRD#: 6050315
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
90
Wealthminder
score

Andrew Byron (CRD# 6050315) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has 1 year of experience in the finance industry. Andrew Byron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Karla J. McAvoy
CRD#: 6022751
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
90
Wealthminder
score

Karla McAvoy (CRD# 6022751) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has 1 year of experience in the finance industry. Karla McAvoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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