LH
ChFC

Larry Arlen Harvey

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
435 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$460.7M

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$15,000
Hourly Rate:$400/hr

HFG charges an initial fee to cover administrative and planning work for new clients. Ongoing Comprehensive Wealth Management fees vary between 0.5% and 2.0% depending on the market value of assets under management, complexity of the client’s financial situation, and level of management services. The firm generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable. General consulting is provided on an hourly basis at $400/hour with a minimum two-hour charge.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380

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Regulatory History (1)
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Customer Dispute
July 2025
Pending
Other Business ActivitiesSells Insurance

Larry is a managing member of HFG Wealth Management, LLC, a board member and minority stakeholder of Bellatore Financial, Inc., and a principal owner of Bella Fund Holdings, Inc. He also serves on the advisory board of Bellatore, LLC and is a member of Sable Ventures, LLC and Sable Assets, LLC, spending minimal time on these activities. Larry is also an insurance agent.

Employment History
Current Registrations
Hfg Wealth Management, LLC
June 2010 - Present · 15 yrs 7 mos
Previous Registrations
Fsc Securities Corporation
June 1998 - July 2009 · 11 yrs 1 mo
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.