Heath Hamrick
H Cubed Financial Solutions · Granbury, Texas
Heath Hamrick is a fee-only financial advisor at H Cubed Financial Solutions in Granbury, Texas, who holds the CFP credential. Heath charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Mid-life transitions
- Retirees
- Divorced individuals
Facts
| Firm | H Cubed Financial Solutions |
|---|---|
| Based in | Granbury, Texas |
| Fee model | Flat fee or retainer |
| Assets under management | $29.3M across 96 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4808815 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hcubedfs.com |
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Questions about Heath
Is Heath Hamrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heath holds no broker registration, and H Cubed Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heath charge for financial advice?
Heath charges a flat fee or retainer.
Where is Heath Hamrick based?
Heath Hamrick is based in Granbury, Texas.
What does Heath specialize in?
Heath's specialties include retirement planning, estate & legacy planning, tax planning, divorce financial planning and flat-fee planning. Heath works with mid-life transitions, retirees and divorced individuals.
What credentials does Heath Hamrick hold?
Heath Hamrick holds the CFP credential.
Is Heath Hamrick registered with the SEC?
Yes. Heath Hamrick is registered as an investment adviser representative in TX (CRD 4808815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does H Cubed Financial Solutions manage?
H Cubed Financial Solutions reports $29.3M across 96 accounts in assets under management.
How do I contact Heath Hamrick?
Through Heath's website, www.hcubedfs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- H Cubed Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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