Al Hargrave is a Certified Public Accountant with over 26 years experience. He has been a wealth advisor for over 20 years and enjoys offering comprehensive wealth management to his clients. By following a personalized, holistic approach, he finds great joy in providing highly customized solutions to each and every client, helping clients to achieve their financial goals.
Before joining Willington Financial, Al graduated from Brown University with a BS in Economics. He also received a certificate in accounting from the Assumption College continuing professional education program.
When not in the office, Al enjoys spending time with his wife and two daughters either on the softball field or on the soccer field.
Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans.
Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family.
General Information |
| Firm Start Year: | 1922 | |
| Name of Broker/Dealer: | Cetera Financial Specialists LLC |
| Number of Years with Current Firm: | 20 |
| Work with the following types of clients: | Businesses, Individual Investors, Investment Clubs, Trusts, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability |
Firm Information |
| Assets Managed by Advisor: | $115,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Hourly, Flat Fee, Commissions, Based on Assets |
| Hourly Rate: | $250 |
Education |
| BS - Economics | Brown University
- Providence, RI 09/01/1991-05/31/1995 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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