HFG Wealth Management, LLC

Larry Harvey is a managing member of HFG Wealth Management, LLC in The Woodlands, TX, with 26 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with HFG Wealth Management since 2008. Harvey is also a board member and minority stakeholder of Bellatore Financial, Inc., and a principal owner of Bella Fund Holdings, Inc. HFG Wealth Management offers comprehensive wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a model portfolio approach developed by an internal Investment Advisory Committee and primarily uses ETFs, ETNs, and institutional mutual funds in its strategies.

Scott Francis is a financial advisor with HFG Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and BBVA-affiliated firms. He serves on two nonprofit boards in Huntsville, Texas. HFG Wealth Management provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individuals, families, trusts, small businesses, and charitable organizations. The firm uses a model portfolio approach informed by an internal advisory committee and implements strategies primarily through ETFs, ETNs, and institutional mutual funds.

Kathryn Bates is a financial advisor at HFG Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked in various roles at HFG Wealth Management and Starfox Financial Services, LLC. HFG Wealth Management provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $460.7 million on a discretionary basis and employs an Investment Advisory Committee to guide portfolio strategies using ETFs, ETNs, mutual funds, equities, and fixed income.

Jacob Guinn is a financial advisor at HFG Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, Amegy Bank, LPL Financial, and BBVA in various wealth management and financial roles. He is also licensed as an insurance agent. HFG Wealth Management provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a model portfolio approach developed by an internal Investment Advisory Committee and uses a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Matthew Harvey is a CFP® with four years of industry experience, currently serving as a financial advisor at HFG Wealth Management, LLC. His career includes prior roles at Buckingham Strategic Wealth, LLC, as well as various positions within HFG Wealth Management. HFG Wealth Management provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $460.7 million across 421 client relationships and employs model portfolios developed by an internal Investment Advisory Committee.