Swan Dfw Financial Solutions, LLC

Swan Dfw Financial Solutions, LLC (CRD# 173964) is a financial advisory firm headquartered in , . They manage $1,208,817 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $57,563
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Swan Dfw Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Philip A. Grafmiller
CRD#: 4599505
Fort Worth, TX
93
Wealthminder
score

Philip Grafmiller (CRD# 4599505) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.

2
Hector N. Hinojosa
CRD#: 2387082
Fort Worth, TX
49
Wealthminder
score

Hector Hinojosa (CRD# 2387082) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has over 24 years of experience in the finance industry. Hector Hinojosa 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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