HBKS Wealth Advisors

Financial Advisor in Philadelphia, PA

Firm Info
Address: 1760 Market St Suite 904, Philadelphia, PA 19103, USA
Phone: (215) 735-9530

Firm Size
Assets Under Management: $5.3 billion
# of Advisors: 65
# of Clients: 14,644
Client to Advisor Ratio: 225:1
Average Account Size: $364,732
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Hbks Wealth Advisors Overview

HBKS Wealth Advisors is an established investment advisory firm that has been operating since 2001. Based in Erie, PA, this fee-based firm specializes in offering investment advice only to its clients. The firm offers a range of financial services such as financial planning, portfolio management, and pension consulting, providing services for both individuals and small businesses. The portfolio management services offered by HBKS Wealth Advisors are well-suited for institutional clients as well as businesses of all sizes. As a fee-based firm, HBKS Wealth Advisors is committed to providing its clients with transparent fee arrangements. The team is dedicated to helping its clients achieve financial success by utilizing their expertise and offering personalized investment advice. The firm takes a holistic approach to financial planning by taking time to understand each client’s unique financial goals and risk tolerance. This commitment is reflected in their dedication to providing investment advice and pension consulting services to small businesses. HBKS Wealth Advisors stands out in the financial industry by offering an extensive selection of other advisors to complement their specialized services. Additionally, the firm publishes periodicals and newsletters to keep clients informed and up-to-date on the latest financial trends and developments. With its wide range of services offered, HBKS Wealth Advisors has become a trusted name in the investment advisory space among clients of all types.

HBKS Wealth Advisors is known for its exceptional ability to provide a wide range of financial advisory services that serve a diverse clientele. The firm has a client base that includes individuals, high net worth individuals, and various corporations that operate in different industries but are not specifically listed. Regardless of the type of client, HBKS Wealth Advisors offers tailored financial solutions for all. When it comes to fee structures, HBKS Wealth Advisors understands that clients require flexibility and options. As such, the firm offers a variety of fee structures that are dependent on the services provided. For clients looking for asset management services, HBKS Wealth Advisors charges a percentage of the assets under management (AUM). This means that the fees are calculated as a certain percentage of the client's total assets being managed by the firm. For clients who require a more specialized form of service, such as financial planning or tax services, the firm offers fixed fee schedules based on the complexity and scope of the project. Lastly, for clients who only need brief consultations, HBKS Wealth Advisors offers hourly billing. Overall, the firm provides a range of fee structures that are tailored to cater to the unique needs of its clientele.

Typical Clients, Fee Structures & Investment Minimum

According to HBKS Wealth Advisors Part 2 Brochure, the firm has an investment minimum requirement stated as "Our minimum account size is generally $1 million, though we may consider accounts under this threshold on a case-by-case basis." This note suggests that in order to work with HBKS Wealth Advisors, an investor would need to invest at least $1 million, but the firm may make exceptions for smaller accounts based on individual circumstances.

How This Office Can Help Philadelphia, PA Residents

HBKS Wealth Advisors is a leading wealth advisory firm serving clients in and around Philadelphia, PA. Their team of experienced advisors works closely with individuals, families, and business owners to provide comprehensive financial planning services that are tailored to meet their specific needs and goals. Whether clients are just starting out in their careers or are nearing retirement, HBKS Wealth Advisors can help them navigate the complex financial landscape and make informed decisions about their money. Philadelphia residents face many financial challenges, from high taxes and living costs to an uncertain job market and fluctuating investment opportunities. HBKS Wealth Advisors can help clients tackle these challenges head-on by providing expert advice on investment management, retirement planning, tax planning, estate planning, and more. They take a holistic approach to financial planning, examining all aspects of a client's financial situation and developing a personalized strategy that addresses their unique needs and goals. With over 70 years of experience helping clients in Philadelphia and beyond, HBKS Wealth Advisors is a trusted partner for anyone seeking to take control of their financial future.

To view the Minimum Investment and Fee Schedule for Hbks Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Hbks Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hbks Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1760 Market St Suite 904, Philadelphia, PA 19103, USA
Phone (215) 735-9530
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location ZUCK ROAD OFFICE PARK, 5121 ZUCK ROAD, ERIE, PA 16506, United States

This firm has no other locations.

State Registrations

Hbks Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Hbks Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.