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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2017
Denied
Other Business ActivitiesSells Insurance

Jacob works as an insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Hfg Wealth Management, LLC
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2020 - April 2022 · 2 yrs 3 mos
J.P. Morgan Securities LLC Broker
January 2020 - April 2022 · 2 yrs 3 mos
LPL Financial LLC
December 2018 - December 2019 · 1 yr
LPL Financial LLC Broker
December 2018 - December 2019 · 1 yr
Bbva Wealth Solutions INC.
January 2014 - September 2018 · 4 yrs 8 mos
Bbva Securities INC.Broker
May 2013 - September 2018 · 5 yrs 4 mos
Bbva Compass Investment Solutions, INCBroker
April 2010 - May 2013 · 3 yrs 1 mo
Guaranty Brokerage Services, INC.Broker
July 2001 - December 2009 · 8 yrs 5 mos
Capital Brokerage CorporationBroker
April 2001 - July 2001 · 3 mos
Ids Life Insurance CompanyBroker
July 2000 - January 2001 · 6 mos
American Express Financial Advisors INC. Broker
July 2000 - January 2001 · 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.