Hfm Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$483,897,203
Clients
218
Advisors
2
across 2 offices
About
The firm advises individuals (including high-net-worth clients) as well as a range of institutional and fiduciary clients, delivering discretionary investment management and comprehensive financial planning. Services include ongoing portfolio supervision, assistance selecting and monitoring third‑party money managers, and written financial plans that address retirement, cash flow, insurance, college funding, and estate considerations.
Investment decisions are grounded in fundamental security analysis and an asset‑allocation framework that emphasizes diversification, tax efficiency, and matching strategies to clients’ goals and time horizons. The firm generally manages assets on a discretionary basis, may use both long‑ and short‑term strategies as appropriate, and supplements its work with third‑party research and reporting tools.
What is distinctive is the firm’s scale relative to its advisor count: it manages roughly $493 million with a very small advisory team, producing a high assets‑per‑advisor ratio and a substantial client load for a compact staff. The brochure also discloses that firm principals maintain insurance licenses and separate business activities (including insurance product sales and affiliations with other advisory entities), which are disclosed as separate sources of compensation and potential conflicts the firm says it manages.
Client services
Expertise
Fee options
Fixed fee for financial planning ranging from $750 to $15,000, negotiable and based on complexity
0.25% - 1.25% (negotiable, depends on situation, complexity, and services provided)
$200 per hour for financial planning (special circumstances)
Main office
See officeNewark DE
Advisors at this office
1
Offices (2)
Most active in
Delaware · Florida · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Hfm Advisors, LLC · Hfm Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael P
Series 63, Series 65
Glassboro, NJ
Hfm Investment Advisors, Inc.
Michael Pallozzi is an investment advisor representative at HFM Investment Advisors, Inc. with 24 years of industry experience. He has been associated with various entities within the HFM group since 2004. Pallozzi is also licensed as an insurance agent and is involved in insurance product sales. HFM Investment Advisors serves individual and institutional clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental, diversified asset-allocation approach and manages approximately $493 million with a small advisory team.
Stephen H
CFP®, Series 63
Newark, DE
Hfm Investment Advisors, Inc.
Stephen Hyde is a CFP®-credentialed financial advisor with 36 years of industry experience. He has been with Hfm Investment Advisors, Inc. since 1993 and previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of advisory work, he serves as a board member and trainer for the Catholic Leadership Institute and is a board member at St. Marks High School. Hfm Investment Advisors serves individuals, including high-net-worth clients, and institutional fiduciary clients by providing discretionary investment management and comprehensive financial planning. The firm employs fundamental security analysis and an asset-allocation approach focused on diversification, tax efficiency, and aligning strategies with clients’ goals and time horizons.
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