# John Hall

> John Hall is a fee-only financial advisor at J.W. Hall Financial in San Antonio, Texas. John focuses on retirement planning, estate & legacy planning and small business owners. J.W. Hall Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/john-hall-7965978/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** J.W. Hall Financial
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.5M across 25 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7965978 (https://adviserinfo.sec.gov/individual/summary/7965978)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jwhallfinancial.com/

## Frequently asked questions

### Is John Hall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and J.W. Hall Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, J.W. Hall Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is John Hall based?

John Hall is based in San Antonio, Texas.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning and small business owners. John works with retirees and pre-retirees.

### Is John Hall registered with the SEC?

Yes. John Hall is registered as an investment adviser representative in LA and TX (CRD 7965978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does J.W. Hall Financial manage?

J.W. Hall Financial reports $6.5M across 25 accounts in assets under management.

### How do I contact John Hall?

Through John's website, www.jwhallfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7965978): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jwhallfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.