Hygge Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,467,032
Clients
47
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$499,299
About
Hygge Advisors, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, high‑net‑worth clients, and plan sponsors. The firm manages accounts through traditional portfolio management services and also sponsors the Hygge Advisors, LLC Wrap Fee Program for clients who prefer an all‑in advisory arrangement.
The firm’s investment process is grounded in Modern Portfolio Theory and employs risk‑based strategic and tactical asset allocation with quarterly rebalancing, formalized in a client‑specific Investment Policy Statement. Hygge Advisors manages accounts on a discretionary basis where authorized, may engage third‑party advisers for portions of client portfolios, and uses a third‑party held‑away platform to facilitate management of defined contribution participant accounts.
Noteworthy aspects relative to many peers include acting as a wrap fee program sponsor, providing pension consulting that can include 3(38) and 3(21) plan services with possible plan‑level discretion, and offering periodic educational seminars and workshops. The firm also offers digital asset portfolio advice via Betterment Institutional with Gemini custody and integrates held‑away plan participant management—services that are less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
Fixed advisory fees for managing Nationwide annuities and variable universal life policies ranging from $100 to $50,000, billed monthly.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - And Up: 1.05%
Fee-only: Financial planning fixed fees between $100 and $50,000 depending on complexity.
Main office location
Hygge Advisors, LLC
360 Central Ave, Suite 800
St. Petersburg FL 33701, United States
Number of offices
1
Most active in
Hygge Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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