HFG Wealth Management, LLC

RIASEC Registered

Total AUM

$506M

Discretionary

$506M

100% of AUM

Avg account

$339K

Accounts

1,492

Employees

Advisory reps

Firm details

Headquarters: The Woodlands, Texas
CRD number: 148406
Registered since: November 28, 2008
Website: hfgwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.19%
Individuals19.03%
Charitable Organizations6.62%
Corporations / Businesses4.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

HFG Wealth Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2008. The firm provides financial planning and portfolio management primarily for individuals, families and small businesses, and it also serves some institutional clients. Its revenue model includes asset-based fees alongside hourly charges and fixed fees, and the firm operates as an insurance broker in addition to its advisory activities. HFG identifies itself as a capital allocator rather than a single-strategy manager, and it does not position as an ESG-focused adviser. HFG received recognition from FA Magazine in 2020 as a Top RIA Firms honoree. The firm concentrates on customized wealth management for private clients while maintaining the capability to deploy third-party managers for alternative strategies.