HFG Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HFG Advisors, Inc. provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, addressing retirement, estate transfer, tax planning, stock option strategies and related areas. The firm constructs diversified portfolios using equities, bonds, mutual funds, ETFs and other alternatives with a long-term, buy-and-hold emphasis.
Investment selection is driven primarily by fundamental analysis and portfolios are managed and reviewed on an ongoing basis with formal reviews at least annually; custody is arranged through Pershing (via Osaic) or Charles Schwab. HFG communicates recommendations through written client agreements and offers financial planning on hourly or fixed-fee terms alongside its managed-account services.
What is distinctive about HFG compared with most peers is that its advisory representatives are dually registered as registered representatives and investment-advisory representatives of Osaic Wealth, Inc. (a FINRA-registered broker-dealer and a registered investment adviser) and are licensed insurance agents, and they may offer and sell commissionable securities and insurance products. The firm routes advisory activity through Osaic for FINRA supervisory purposes and participates in Osaic programs that can affect transaction charges and product availability, a relationship the brochure identifies as a potential source of conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fee ranges from $200 to $5,000 depending on complexity
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50%
Advisory representatives may receive commissions as registered representatives of Osaic and insurance agents
Financial planning services charged at $150 per hour
Fee-only: Advisory fees based on assets under management; financial planning fees hourly or fixed
Main office
5659 W. Michigan Ave.
Kalamazoo MI 49009
Advisors at this office
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Daniel Y
CFP®, Series 63, Series 66
Kalamazoo, MI
HFG Advisors Inc.
Daniel Youngs is a CFP® professional with 43 years of industry experience. He currently serves as an advisor at OSAIC and has held prior roles at FSC Securities Corporation and HFG Advisors, Inc., which he also owns. Outside of his advisory work, Youngs is the CEO of Succession Connection Inc., a website business focused on connecting financial advisors for succession planning. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers. The firm serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory programs and investment solutions.
Jordan M
CFP®, Series 66
Kalamazoo, MI
HFG Advisors Inc.
Jordan Marchewka is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at HFG Advisors Inc. in Kalamazoo, MI. His career includes roles at FSC Securities Corp and Consumers Energy. He contributes to the finance team at The Bridge Church, assisting with budget oversight and fund allocation. HFG Advisors, Inc. manages approximately $52.2 million for a small client base, including high-net-worth individuals, trusts, estates, and retirement accounts. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, focusing on diversified, long-term investment strategies without using third-party advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")