Swan Dfw Financial Solutions, LLC
Swan Dfw Financial Solutions, LLC (CRD# 173964) is a financial advisory firm headquartered in Fort Worth, TX. They manage $519,909 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$51,991
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Philip Grafmiller (CRD# 4599505) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.
Hector Hinojosa (CRD# 2387082) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has over 23 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.