A complete list of active advisors currently associated with HFG Advisors

Warmer can help you find a great advisor at HFG Advisors or one who fits your needs even better.

HFG Advisors provides financial planning, investment management, and retirement-plan consulting to individuals (including high‑net‑worth clients), businesses, and retirement plans. The firm offers comprehensive and modular written financial plans, ongoing portfolio management, and access to instructor‑led financial education programs delivered through an affiliated nonprofit. The firm generally implements portfolios by selecting third‑party money managers and model strategies (for example, programs described from SEI, Barden Capital, and Envestnet) and tailors recommendations based on each client’s goals and risk tolerance. HFG primarily operates in a non‑discretionary capacity, making ongoing recommendations and relying on third‑party manager materials — including model or hypothetical performance and external manager research — when proposing allocations. Noteworthy aspects disclosed in the brochure include a substantial amount of assets handled on a non‑discretionary basis (about $108.8 million reported as non‑discretionary AUM) and routine use of third‑party manager materials and ratings in client presentations. The firm also discloses that its advisor representatives may be licensed insurance agents who can receive commissions, and that several principals devote significant time to affiliated financial‑education organizations, which is a distinctive element of its business mix.

To learn more about the advisors currently working at HFG Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.