HFM Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$274,333,060
Clients
532
Advisors
6
of 6 employees
About
HFM Investment Advisors, LLC is a seven-advisor team that manages roughly $404 million for about 532 clients and serves both individual investors across wealth levels and employer plan sponsors. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a range of retirement-plan services.
HFM commonly outsources portfolio management to third‑party subadvisors — notably GeoWealth and Betterment, with some legacy use of BrinkerCapital — and assists clients in selecting allocation models, completing subadvisor questionnaires, and monitoring performance. It also manages “held‑away” workplace accounts (e.g., 401(k), 403(b), HSAs, 529s) on a discretionary basis by leveraging third‑party technology platforms to view and trade those accounts without custody transfers.
Distinctive aspects include routine use of automated/advisor‑platform subadvisors and formal fee arrangements with providers such as Betterment, and the firm’s disclosure that it uses client testimonials in its advertising, a practice uncommon among similar team firms. HFM also delivers ERISA‑level retirement services — including 3(38) investment manager arrangements and participant advisory support — and recently streamlined its service models and planning fee structure as disclosed in its ADV.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range between $500 and $900, negotiated at Firm’s discretion.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Account minimum: $500,000
Main office
102 West High Street, Suite 200
Glassboro NJ 08028
Advisors at this office
6
Most active in
Colorado · Delaware · Florida · New Jersey · Pennsylvania · South Carolina · Texas · Virginia
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
Brett H
Series 65
Glassboro, NJ
HFM Investment Advisors, LLC
Brett Herron is a financial advisor at HFM Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has held positions including roles at Ohio State University and Northpoint Bank. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment.
Catherine A
CFP®, Series 63, Series 65, Series 66
Glassboro, NJ
HFM Investment Advisors, LLC
Catherine Allen Carlozo is a Certified Financial Planner® with over 31 years of industry experience. She is currently with HFM Investment Advisors, LLC, where she has worked since 2018. Her prior experience includes roles at M Financial Planning Services, Inc and LPL Financial LLC. HFM Investment Advisors serves individual clients, business owners, and employer-sponsored retirement plans by providing discretionary portfolio management, comprehensive financial planning, and fiduciary services. The firm employs multiple service models tailored to client needs and utilizes third-party subadvisors and technology platforms for investment implementation and account management.
Jason G
CFP®, Series 66
Glassboro, NJ
HFM Investment Advisors, LLC
Jason Gabrieli is a CFP® and Series 66-licensed financial advisor with HFM Investment Advisors, LLC, where he has worked since 2014. He has 14 years of industry experience and is also the owner of Events By GM, LLC, a DJ services business. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of service models and utilizes third-party platforms and subadvisors to implement and manage client portfolios.
Joseph G
Series 65
Glassboro, NJ
HFM Investment Advisors, LLC
Joseph Gaspari is a financial advisor with HFM Investment Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has been with HFM since 2021 and previously worked as self-employed and at JetSki AC. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes multiple service models to tailor client engagement and leverages third-party platforms and subadvisors for investment implementation and account management.
Andrew B
CFP®
Glassboro, NJ
HFM Investment Advisors, LLC
Andrew Barnhardt is a CFP® professional with four years of industry experience, currently serving as an advisor at HFM Investment Advisors, LLC. Prior to joining HFM, he held roles at Morgan Stanley and LPL Financial and worked at Chick-fil-A. HFM Investment Advisors serves individuals, business owners, and retirement plans with discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of service models that scale from modular planning to integrated wealth management. The firm incorporates third-party subadvisors and technology platforms to manage portfolios and employer-sponsored accounts.
Tyler R
Series 65
Glassboro, NJ
HFM Investment Advisors, LLC
Tyler Reedman is a financial advisor at HFM Investment Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked at HFM Investment Advisors since 2019, as well as at BNP Paribas and PGIM Investments in prior roles. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for around 532 clients, serving individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment to assist clients with portfolio allocation and account management.
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