GeoffreyHemenway- Financial Advisor Kaneohe, HI

Home > Financial Advisor Directory > hawaii > kaneohe

About Geoffrey Hemenway

Since 1986, Hemenway Associates, Inc. has provided a comprehensive offering of wealth management, tax, and accounting services to clients throughout Omaha, Nebraska and its surrounding cities. Our firm was founded by Joseph Hemenway with the desire to serve the extensive tax and accounting needs of both individuals and business owners.

While our team has grown and our services have expanded to include wealth management, our mission has remained the same and now offer both under the name of Hemenway Financial Services. We seek to provide accurate, useful information to our clients regarding their current financial situation, which will enable them to react to current business and personal needs while planning for future growth and requirements. Today, we offer in-depth services, from retirement and estate planning to bookkeeping and IRS representation.

In all that we do, we are dedicated to upholding our key principles:

Our team will always consist of talented professionals dedicated to providing quality services to our clients. We tailor our services to our clients individual needs. We communicate with our clients frequently to foster a better understanding of both the clients expectations and needs. We are here to help our clients implement solutions to their problems by providing the information, tools, and technology needed. We are proactive in informing our clients of changing regulations and tax laws, allowing them to best anticipate the effects these changes will have on their bottom line. We protect the confidentiality of our clients financial information.

See Disclosures

General Information

Firm Start Year

1986

CRD#

6382170

Firm CRD#

6413

Insurance License#

18855141

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AK, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MN, MO, ND, NE, NV, OK, TX, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 63, Series 6

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$37,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly, Based on Assets

Fee % Based on Assets

Hourly Rate

$250

Additional Details on Charges

We use a tiered management fee that lowers the fee as the household account(s) size increase. This is a blended fee that begins at 1% up to $1,000,000 and decreases 0.1% for each million dollars over $1,000,000. At $5,000,000 in assets the fee is a flat 0.5%.

Minimum Fee Charged for Managed Accounts

none

Minimum Fee Charged for Hourly Planning Accounts

none

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Disclaimer

Professionals associated with Hemenway Financial Services may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Hemenway Associates, Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Hemenway Associates, Inc. DBA Hemenway Financial Services. Hemenway Associates, Inc. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services. * Please note that any references to FINRA and SIPC on a website must be a hyperlink to the respective websites. FINRA should link to www.finra.org and SIPC should link to www.sipc.org

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Geoffrey Hemenway

Hemenway Financial Services