A complete list of active advisors currently associated with HFM Investment Advisors, LLC

Warmer can help you find a great advisor at HFM Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at HFM Investment Advisors, 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.