Hager Investment Management Services, LLC
SEC RegisteredOur Goal is to Help You Reach Yours
About the firm
Hager Investment Management Services is dedicated to helping you manage your wealth in accordance with your life goals. The firm is 100% independent and fee-only, and takes pride in its fiduciary responsibility. Their team brings more than 45 years of independent financial experience to provide responsive, attentive, and personal service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, and investment management, including goal setting, risk management, education planning, income tax planning, estate planning, Social Security claiming, withdrawal strategy, customized portfolios, tax-efficient management, and 401(k)/403(b)/IRA rollovers.
Who they serve
People close to or in retirement, individuals who have experienced significant life events such as a career change, marriage, or inheritance, and small business or foundation owners.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 0.75% |
| Over $2,500,000 | 0.50% |
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hager Investment Management Services, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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