Hardy REED, LLC
SEC RegisteredYour life has goals. We create customized plans to achieve them.
About the firm
Hardy Reed is a financial advisory firm offering customized financial planning, fiduciary consulting, and investment guidance to individuals, foundations, endowments, and retirement plans. The firm holds CEFEX® Certification since 2011, verifying that its processes put clients' interests first and meet industry best practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Hardy Reed offers financial planning for individuals, fiduciary consulting and investment guidance for foundations and endowments, retirement plan services for company plan sponsors, and fiduciary consulting and investment expertise for retirement plans and nonprofits.
Who they serve
Individuals and families, charities, foundations, endowments, and companies sponsoring retirement plans for their employees.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of September 4, 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. Hardy REED, 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.
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