# Hall Financial Services, Inc

> Hall Financial Services, Inc is a state-registered investment advisory firm in Corte Madera, CA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 292580
- Filed as: HALL FINANCIAL SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corte Madera, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292580
- AdvisorCensus page: https://advisorcensus.com/firm/hall-financial-services-inc-corte-madera-ca-292580

## Quick answers

**How is Hall Financial Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Hall Financial Services, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hall Financial Services, Inc located?**
Hall Financial Services, Inc's principal office is in Corte Madera, CA, according to its Form ADV.

**Is Hall Financial Services, Inc registered with the SEC or a state?**
Hall Financial Services, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292580.

**Does Hall Financial Services, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292580

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adviceonly.ai
- adviceonly.info
- adviceonly.org
- alignable.com/corte-madera-ca/advice-onlytm-financial-advisors
- learn.adviceonly.org
- us.nextdoor.com/pages/advice-only
- yelp.com/biz/advice-only-corte-madera
- Facebook @adviceonlyadvisor
- Facebook @quincyhall415
- Instagram @adviceonlyapp
- LinkedIn @quincyhall
- Pinterest @AdviceOnlyApp
- X @adviceonlyapp
- X @adviceonlytm
- YouTube @UCXaTPMb7L5YzAWqO-hZ1vng

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hall Financial Services, Inc (CRD 292580): Form ADV filing data as of October 2026.