John Hall
J.W. Hall Financial · San Antonio, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | J.W. Hall Financial |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $6.5M across 25 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 7965978 |
| Exams passed | Series 66 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jwhallfinancial.com |
| Profile |
How John's firm compares
- J.W. Hall Financial's average account is about $258,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about John
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.
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
- J.W. Hall Financial 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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