HFG Wealth Management

Wealth Management Firm in The Woodlands, TX

Firm Info
Address: 1790 Hughes Landing Blvd Suite 350, The Woodlands, TX 77380, USA
Phone: (832) 585-0110

Firm Size
Assets Under Management: $525.8 million
# of Advisors: 4
# of Clients: 1,274
Client to Advisor Ratio: 319:1
Average Account Size: $412,712
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • 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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Hfg Wealth Management, LLC Overview

HFG Wealth Management, LLC is a fee-only registered investment advisory firm that has been in business since 2008. Their headquarters is located in The Woodlands, TX. The firm offers a range of financial planning and portfolio management services to both individuals and small businesses. As an insurance broker/agent, HFG Wealth Management also provides investment advice to their clients. Their fee-only arrangement ensures that they provide unbiased advice as they do not receive any commission on products they recommend. The firm's financial planning services aim to help clients achieve their financial goals through a comprehensive analysis of their current financial situation. They provide customized investment solutions that align with their clients' long-term goals. HFG Wealth Management's portfolio management services cater to both individual and small business clients. Their team of experienced investment professionals provides personalized investment recommendations based on their clients' risk appetite and investment objectives. The firm's investment strategies aim to deliver consistent results while managing risk effectively. Overall, HFG Wealth Management, with its fee-only arrangement and comprehensive range of services, is a reliable partner for individuals and small businesses looking to achieve their long-term financial goals.

HFG WEALTH MANAGEMENT, LLC caters to a diverse group of clients with varying financial needs. The firm's clientele includes individuals seeking professional guidance on wealth management, high net worth individuals looking for personalized investment solutions, pension or profit sharing plans requiring retirement planning, charitable organizations requiring financial planning services, and other corporation types not listed. HFG WEALTH MANAGEMENT, LLC strives to provide customized financial solutions to meet the unique financial requirements of each client. The firm offers a range of fee structures to suit the individual requirements of its clients. HFG WEALTH MANAGEMENT, LLC provides percentage of Assets Under Management (AUM) fee structures, which means they charge a predetermined percentage of the total asset value. This is a popular fee structure for investment management services. The firm also offers an hourly fee structure, which means clients are charged by the hour for each service provided. This fee structure is ideal for clients who require limited financial planning services. Clients can also opt for fixed fees that are appropriate for projects with predetermined timeframes and deliverables. These fee structures offered by HFG WEALTH MANAGEMENT, LLC ensures that clients have the flexibility to choose between the fee models that best align with their financial goals and budget.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of HFG WEALTH MANAGEMENT, LLC, the firm's investment minimum varies depending on the type of account and investment strategy. The brochure states that "the minimum initial investment required for advisory services may be different for each strategy and type of account." Therefore, potential clients should contact the firm directly to discuss investment minimums and other account details. The Part 2 Brochure does not mention a specific investment minimum.

How This Office Can Help The Woodlands, TX Residents

Edward Jones - Financial Advisor: Brannick Harris assists clients in Imperial County, CA by creating personalized financial plans tailored to their unique financial goals and needs. Brannick Harris helps clients develop a comprehensive financial strategy that encompasses their short-term and long-term financial goals, including retirement, education, and estate planning. He provides guidance and support to his clients throughout the entire process, starting with identifying their financial objectives, managing their portfolio, and recommending investment options and insurance products that align with their financial goals. Living in Imperial County, CA, individuals and families may be facing various financial situations, such as limited job opportunities, high healthcare costs, and unexpected expenses due to natural disasters. Brannick Harris is experienced in assisting clients to navigate these challenges by reviewing their income, expenses, and debt to develop strategies that can help manage their finances effectively. He also helps his clients create emergency funds as a buffer against unforeseen expenses and recommends appropriate insurance policies, including life, disability, and long-term care insurance, to protect them and their families from unexpected events. Overall, Edward Jones - Financial Advisor: Brannick Harris serves as a trusted partner in helping clients in Imperial County, CA achieve their financial objectives and improve their overall financial well-being.

To view the Minimum Investment and Fee Schedule for Hfg Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Hfg Wealth Management, LLC

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 Hfg Wealth Management, LLC 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 1790 Hughes Landing Blvd Suite 350, The Woodlands, TX 77380, USA
Phone (832) 585-0110
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Hfg Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Louisiana
  • Minnesota
  • Texas
  • Wisconsin

Disciplinary History

Hfg Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.