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Aaron Hail

Aaron
Hail

Hail Financial Group, LLC

CRD#5777817
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Aaron Hail is a certified financial planner (CFP) and a retirement income certified planner (RICP). Currently, Hail is the CEO of Hail Financial Group, LLC, located in Scottsdale, Arizona. He co-owns the firm with his wife, Julie Hail, a certified public accountant (CPA) who serves as the firm’s president. Hail went to Baylor University and holds a bachelor’s degree in business administration. He is a member of the National Ethics Association and the Financial Planning Association.

Hail started his career in 1999 at Fidelity Investments. In the ensuing years, he watched the market fall 48% due to the bear market and tech bubble. He realized then that most Wall Street firms and financial advisors don’t have a plan in place when markets correct. Hail saw thousands of investors who were crushed by the Great Recession in 2008 and lost 25% to 50% of their life savings in a matter of months. Thus, Hail’s firm, Hail Financial Group, doesn’t subscribe to a buy and hold philosophy. He says he believes that retirees need tactical money management to sidestep large drawdowns. The most common mistake he sees investors make is not having an exit strategy when the market corrects. He says he manages risk in client portfolios by shifting away from asset classes when necessary.

Hail offers retirement planning, specializing in serving both retirees and pre-retirees. He requires his clients to have at least $100,000 in investable assets to open or maintain an account. He charges clients 1% of their assets under management. He serves clients in both Scottsdale and Phoenix. Hail communicates with clients through his weekly blog posts and on an annual basis by appointment. A fee-based advisor, Hail is also a licensed insurance agent.

Certifications and Registrations

CFP®, RICP®

Years of Experience

18

Services Offered

Retirement Planning

Fee Structure

Fee and commission

Fiduciary

Yes

Disclosures

0

Office Location

15333 N Pima Rd, Suite 133
Scottsdale, AZ

Phone Number

(480) 771-4035

Advisor Certifications and Licenses

CFP®

RICP®

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Investment Advisory Services

  • Retirement Planning

Aaron Hail Work History

Aaron has 18 years of experience.

2015 - Present (3 years)

Hail Financial Group

2013 - 2015 (2 years)

Money Matters with Ken Moraif

2011 - 2012 (1 year)

North American Life Plans, LLC

2002 - 2011 (9 years)

Prospect Pros, Inc

2001 - 2002 (1 year)

KnowledgeBase Marketing

2000 - 2000 (1 year)

The Lead Agency

Disclosures

Aaron has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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