The H Group Washington, Inc.
The H Group Washington, Inc. (CRD# 300464) is a financial advisory firm headquartered in Portland, OR. They manage $176,307,082 in 670 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management176MILLION
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Total Number of Accounts670ACCOUNTS
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Average Account Value$263,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OR, TX, WA
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Aidan Beaton (CRD# 7301109) is an Investment Advisor Representative working at The H Group Washington, Inc. in Bellevue, WA and has over 3 years of experience in the finance industry.
Esther Lamarche (CRD# 1478794) is an Investment Advisor Representative working at The H Group Washington, Inc. in Bellevue, WA and has over 37 years of experience in the finance industry.
Stephanie Roberts (CRD# 6769517) is an Investment Advisor Representative working at The H Group Washington, Inc. in Portland, OR and has over 3 years of experience in the finance industry.