HFG Wealth Management, LLC

HFG Wealth Management provides discretionary investment management, comprehensive wealth management and customized financial planning to individuals, high‑net‑worth clients, families, trusts and similar entities. The firm reports roughly $505.6 million in assets under management and offers services that include asset allocation, portfolio management, cash‑flow and retirement planning and other limited‑scope consulting engagements.

The firm implements advice through model‑based, discretionary management overseen by an investment advisory committee, using ETFs, ETNs and institutional mutual funds as primary building blocks and selectively employing individual stocks and bonds; accounts are reviewed at least quarterly and the firm encourages coordination with clients’ other advisors. HFG may engage sub‑advisers and a unified managed account program for portfolio administration, trading, rebalancing and reporting, with those services provided under written agreements and subject to periodic due diligence.

Noteworthy for a firm of its size, HFG is affiliated through common ownership with another registered investment adviser that provides substantial back‑office, portfolio construction and sub‑advisory services, and the firm discloses ownership links to a related investment vehicle that could be recommended to qualified investors; the brochure describes monitoring and disclosure practices intended to address related conflicts. The firm’s advisory representatives are also licensed to sell insurance products and may receive customary insurance compensation, and the firm notes use of third‑party ratings in its public materials, all of which it says are managed through disclosure and internal oversight.