HHL Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HHL Wealth Advisors Inc. provides investment management, financial planning (both project-based and ongoing), and retirement plan consulting and management to individuals, employer-sponsored plans, and small business clients. The firm advises on a range of securities—including stocks, bonds, mutual funds, ETFs, municipal securities, cash equivalents—and may recommend alternative investments when suitable.
The firm operates as a fee-only adviser and builds client portfolios using asset-allocation frameworks grounded in modern portfolio theory and fundamental analysis, combining passive and active vehicles as appropriate. Advisors tailor recommendations to each client’s goals and risk tolerance, monitor accounts regularly, and may manage accounts on a discretionary or non-discretionary basis with clients able to impose written restrictions.
Noteworthy features include an operational relationship with a tax and accounting practice: several of the firm’s principals also provide tax services at an affiliated accounting firm and the two entities refer clients to one another (the brochure states there is no referral compensation). The firm also offers educational seminars and speaking engagements in virtual and in-person formats and typically maintains a small advisory team and modest assets under management, while providing ERISA retirement-plan fiduciary services (3(21) and 3(38)) and requiring custody through its recommended custodians.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
Fee-only: Project-Based Financial Planning: fixed fees typically starting at $1,000; Ongoing Financial Planning: monthly fixed fees ranging from $80 to $1,000; fees are negotiable and specified in advisory contract
Main office
38 08 Union St, Ste 7 D
Flushing NY 11354
Advisors at this office
2
Most active in
New York · Texas
Also doing business as
Hhl Wealth Advisors · Hhl Wealth 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
Cheng L
Series 63, Series 65
Flushing, NY
HHL Wealth Advisors Inc.
Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked with multiple firms including Cetera Financial Specialists LLC and Prime Number Capital, LLC. Luo also serves as an adjunct assistant professor teaching accounting courses at Baruch College since 2015 and provides tax planning services through a separate tax advisory business. HHL Wealth Advisors Inc. offers investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small businesses. The firm employs asset-allocation strategies based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.
Congzhu Y
Series 65
Flushing, NY
HHL Wealth Advisors Inc.
Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.
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