Hygge Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
360 Central Ave, Suite 800
St. Petersburg FL 33701
Advisors at this office
1
Most active in
Florida · Ohio · 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.
Forms ADV
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