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Kevin Astry

Advisor at HBKS Wealth Advisors

Updated today

Location

Fredonia, NY 14063

Credentials

Series 66

Industry experience

16 years

About

Kevin Astry is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with HBKS Wealth Advisors and its affiliated entities, including Purshe Kaplan Sterling Investments and HBK Sorce Insurance LLC, since 2016. Prior to that, he worked at Comprehensive Wealth Solutions from 2010 to 2016. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a broad range of investment strategies and multiple platform arrangements, managing accounts primarily on a discretionary basis.

Client services

Based on HBKS Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Based on HBKS Wealth Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy

Occupation focus

Based on HBKS Wealth Advisors

Founder/Business Owner Executive

Demographic focus

Based on HBKS Wealth Advisors

HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $20,000; high net worth services may be charged fixed fees.

Percentage

$0+: Up to 2.75% annually, tiered discounts apply but full tier breakdown not specifically detailed in brochure N/A - N/A: Fees may be negotiated or discounted based on several factors including account size, related accounts, complexity, etc.

Commissions

Clients may engage HBKS representatives as registered representatives of a broker-dealer to purchase products on a commission basis; commissions vary and may include 12b-1 fees and referral fees for investment banking services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour; asset acquisition and sale consulting may also be charged hourly.

Other

Fee-only: Financial planning fixed fees ranging from $500 to $20,000; hourly fees $100 to $500 per hour; ongoing fixed annual fees starting at $500; percentage of assets under advisement up to 2.75%

Location

33 Church Street, Floor 2

Fredonia, NY 14063

Most active in

New York · Pennsylvania

Work history

Purshe Kaplan Sterling Investments

2016 - Present (10 years)

HBK Sorce Insurance LLC

2016 - Present (10 years)

HBKS Wealth Advisors

2016 - Present (10 years)

Purshe Kaplan Sterling Investments LLC

2016 - Present (10 years)

Comprehensive Wealth Solutions

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael R

Series 63, Series 65

Fredonia, NY

HBKS Wealth Advisors

Michael Ringler is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual and Purshe Kaplan Sterling Investments. He serves as a board member of the Chautauqua County Community Center. HBKS Wealth Advisors serves individual and institutional clients with personalized investment management, financial planning, and pension consulting, employing a broad range of strategies without specializing in any single investment area. The firm offers discretionary portfolio management using proprietary models and multiple platform arrangements, along with affiliated businesses providing accounting, insurance, and sub-advisory services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
user avatar

James A

Series 63

Fredonia, NY

HBKS Wealth Advisors

James Arcoraci is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with HBKS Wealth Advisors since 2016 and previously served at Raymond James Financial Services from 2010 to 2016. Outside of advisory services, he is active as an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs tailored portfolios managed on a discretionary basis using multiple platform arrangements and a broad range of investment strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
user avatar

Lawrence F

Series 66

Fredonia, NY

HBKS Wealth Advisors

Lawrence Fiorella is a financial advisor at HBKS Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has been with HBKS Wealth Advisors since 2016. In addition to his advisory role, Fiorella serves as an insurance agent at HBK Sorce Insurance LLC and is a general voting board member of the Southern Chautauqua Federal Credit Union. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a broad range of strategies and offers tailored portfolios managed on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
user avatar

Gerald H

Series 63, Series 65

Fredonia, NY

HBKS Wealth Advisors

Gerald Hall is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at HBKS Wealth Advisors and associated firms since 2016, with prior experience at Raymond James Financial from 2002 to 2016. Outside of his advisory role, Hall is involved as an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of investment strategies and maintains a cluster of affiliated businesses that support its advisory services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
user avatar

Shania U

Series 65

Fredonia, NY

HBKS Wealth Advisors

Shania Uhteg is a financial advisor with HBKS Wealth Advisors, holding a Series 65 credential and two years of industry experience. She has worked with HBKS Wealth Advisors since 2020 and is also involved with HBK Sorce Insurance LLC. Outside of her advisory role, she serves as a director of the Arcade Area Chamber of Commerce. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis and provides a broad range of investment strategies without specializing in any single area.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
user avatar

Luke B

Series 63, Series 65, Series 66

Fredonia, NY

NWF Advisory Services Inc

Luke Buehler is an investment advisor representative with NWF Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, among others. Outside of advisory work, he volunteers with the SUNY Fredonia Technology Incubator Mentor Program and serves on the finance committee of the Luca S Calanni Foundation, a nonprofit supporting underprivileged children in Western New York. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm offers a Wealth Management Platform that includes advisor-managed portfolios, model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with both discretionary and non-discretionary account options.

Wealth management Active portfolio management
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