Hfg Wealth Management, LLC
Assets Under Management
$460.7M
Number of Clients
435
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$76.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HFG Wealth Management, LLC offers investment consulting, asset allocation, portfolio management, and customized financial planning solutions. They work with clients to establish and reach specific goals within their risk tolerance. HFG also provides general consulting services such as cash flow analysis and retirement planning. As of December 31, 2024, the firm managed approximately $460,740,848 in assets.
Fee Structure
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
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380