Herbert Hopwood
Hopwood Financial Services · Reston, Virginia
Herbert Hopwood is a fee-only financial advisor at Hopwood Financial Services in Reston, Virginia, who holds the CFP and CFA credentials. Hopwood Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hopwood Financial Services |
|---|---|
| Based in | Reston, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $750.3M across 1,068 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 1605128 |
| Exams passed | Series 63 (1987) · Series 65 (1993) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.hopwoodfinancial.com |
| Profile |
How Herbert's firm compares
- Hopwood Financial Services's average account is about $702,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Herbert
Is Herbert Hopwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Herbert holds no broker registration, and Hopwood Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Herbert charge for financial advice?
Herbert's firm, Hopwood Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Herbert Hopwood based?
Herbert Hopwood is based in Reston, Virginia.
What credentials does Herbert Hopwood hold?
Herbert Hopwood holds the CFP and CFA credentials.
Is Herbert Hopwood registered with the SEC?
Yes. Herbert Hopwood is registered as an investment adviser representative in TX and VA (CRD 1605128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hopwood Financial Services manage?
Hopwood Financial Services reports $750.3M across 1,068 accounts in assets under management.
How do I contact Herbert Hopwood?
Through Herbert's website, www.hopwoodfinancial.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
- 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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