BH

Barnett David Hellenbrand

40 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Financial Plan Fee:Up to $2,500
Hourly Rate:Up to $300/hr

HBW charges an annual asset management fee, not exceeding 2.00%, based on a percentage of assets under management. The actual fee depends on factors like assets, investment complexity, and client objectives. Financial planning fees are either fixed (up to $2,500) or hourly (up to $300/hour), negotiable based on complexity. They also offer combined financial planning and asset management services at a fixed rate of up to $10,000. Online portfolio management fees will not exceed 1.50%.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location
Regulatory History (1)
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Criminal
January 1974
Final Disposition
Other Business ActivitiesSells Insurance

Barnett is the CEO of HBW Partners, a financial services firm, dedicating full-time hours to day-to-day operations. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, and spends minimal time on real estate referrals and writing books about investing.

Employment History
Current Registrations
Hbw Advisory Services LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2023 · 3 mos
Cetera Advisor Networks LLCBroker
June 2017 - September 2023 · 6 yrs 3 mos
Cetera Advisor Networks LLC
June 2017 - June 2023 · 6 yrs
Hbw Advisory Services LLC
December 2007 - November 2023 · 15 yrs 11 mos
Hbw Securities LLCBroker
November 2005 - August 2017 · 11 yrs 9 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC. Broker
January 2002 - October 2003 · 1 yr 9 mos
Iac Securities, INC.Broker
July 1999 - January 2002 · 2 yrs 6 mos
Cardinal Investments, INC.Broker
December 1998 - June 1999 · 6 mos
Centaurus Financial, INC. Broker
April 1997 - December 1997 · 8 mos
Uslife Equity Sales CORP.Broker
June 1992 - March 1997 · 4 yrs 9 mos
North American Management, INC.Broker
July 1989 - December 1991 · 2 yrs 5 mos
First American National Securities, INC. Broker
July 1983 - August 1989 · 6 yrs 1 mo
State Registrations2 states
CAID
Advisor
Exams
No exam information available for this advisor.
Barnett David Hellenbrand - Financial Advisor | AdvisorDiscover