A complete list of active advisors currently associated with HFG Wealth Management, LLC
Warmer can help you find a great advisor at HFG Wealth Management, LLC or one who fits your needs even better.
HFG Wealth Management is a discretionary wealth advisory firm that serves individuals, high-net-worth clients, families, trusts, and related entities, managing approximately $505.6 million for a diversified client base. The firm offers comprehensive wealth management—financial planning, portfolio management, and limited-scope consulting—and implements tailored account guidelines and client-directed restrictions where requested. The firm’s investment process is driven by an internal investment advisory committee that develops model portfolios and an in-house lead advisor who oversees final portfolio construction; HFG typically implements allocations with ETFs, institutional mutual funds, and, on a more limited basis, individual equities and fixed income. Accounts are managed on a discretionary basis with regular (at least quarterly) reviews, and HFG may engage sub‑advisers for portfolio administration, trading, and reporting while recommending a custodial platform for execution and custody. HFG is affiliated with an external registered investment adviser and back‑office firm, Bellatore Financial, Inc., which provides portfolio construction, trading and administrative services and acts as investment manager for an affiliated private fund (HFG Opportunity Fund LP), a relationship the brochure discloses and describes as monitored for conflicts of interest. In addition, several advisory representatives maintain insurance licenses and may recommend and sell insurance products and variable annuities (with compensation disclosed), a service mix the firm notes and manages through suitability reviews and conflict disclosures.
To learn more about the advisors currently working at HFG Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
The Woodlands, TX
| 5
| |
The Woodlands, TX
| 17
| |
The Woodlands, TX
| 24
| |
The Woodlands, TX
| 26
| |
The Woodlands, TX
| 4
|
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