Company intelligence
Hargrove MSO
Helping RIAs deliver attorney-led estate planning at national scale.
About Hargrove MSO
Hargrove Managed Services Organization ("MSO") helps wealth advisory firms bring attorney-led estate planning into the client relationship through Hargrove Firm. Built from the legal side out, Hargrove combines the Firm’s estate planning legal services with technology designed to give advisors more visibility, fixed-fee clarity, and a scalable process across states. For advisors, Hargrove helps turn estate planning from a referral black box into a more visible, collaborative client experience. For firms, it creates a consistent way to support estate planning conversations across advisors, offices, and client households. Hargrove is built for advisory firms that believe estate planning belongs inside the broader financial planning conversation, but also understand that legal responsibility cannot disappear from the process.
Verified activity
Signals from Hargrove MSO
2 published signals
Presence & Recognition
Hargrove MSO executive members Tim Fisk, JD and Alex Hargrove have been invited to the Executive Roundtable.
Reported by Alex Hargrove, J.D.
Strategy & Corporate Development
Hargrove MSO built the firm by ensuring that attorneys remain accountable for legal advice and documents while giving advisors appropriate visibility and a clearer understanding of where their role begins and ends.
Reported by Alex Hargrove, J.D.