Malek Hage Hassan
RJ Patterson Group · San Diego, California
Malek Hage Hassan is a fee-only financial advisor at RJ Patterson Group in San Diego, California. Malek focuses on retirement planning, estate & legacy planning and tax planning. RJ Patterson Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Divorced individuals
- Multi-generational families
Facts
| Firm | RJ Patterson Group |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $142.4M across 521 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7950246 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | rjpattersongroup.com |
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Questions about Malek
Is Malek Hage Hassan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Malek holds no broker registration, and RJ Patterson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Malek charge for financial advice?
Malek's firm, RJ Patterson Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Malek charge?
According to RJ Patterson Group's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Malek Hage Hassan based?
Malek Hage Hassan is based in San Diego, California.
What does Malek specialize in?
Malek's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Malek works with early-career professionals, divorced individuals and multi-generational families.
Is Malek Hage Hassan registered with the SEC?
Yes. Malek Hage Hassan is registered as an investment adviser representative in CA (CRD 7950246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RJ Patterson Group manage?
RJ Patterson Group reports $142.4M across 521 accounts in assets under management.
How do I contact Malek Hage Hassan?
Through Malek's website, rjpattersongroup.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
- RJ Patterson Group 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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