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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $51,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
7416 Marsarie Court, Fort Worth, TX 76137
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 13 years of experience in the finance industry.

2
Hector N. Hinojosa
CRD#: 2387082
7416 Marsarie Court, Fort Worth, TX 76137
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 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.

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