Joseph Singer
HC Advisors · Sandy Springs, Georgia
Joseph Singer is a fee-only financial advisor at HC Advisors in Sandy Springs, Georgia. Joseph charges a percentage of assets and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Who they serve
- Ultra high net worth
- Executives
- Founders
Facts
| Firm | HC Advisors |
|---|---|
| Based in | Sandy Springs, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $500.2M across 792 accounts |
| SEC registration | Investment adviser representative in GA · CRD 3095077 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hc-adv.com |
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Questions about Joseph
Is Joseph Singer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and HC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
Where is Joseph Singer based?
Joseph Singer is based in Sandy Springs, Georgia.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning, retirement planning and tax planning. Joseph works with ultra high net worth, executives and founders.
Is Joseph Singer registered with the SEC?
Yes. Joseph Singer is registered as an investment adviser representative in GA (CRD 3095077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HC Advisors manage?
HC Advisors reports $500.2M across 792 accounts in assets under management.
How do I contact Joseph Singer?
Through Joseph's website, www.hc-adv.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
- HC Advisors 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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