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Barnett Hellenbrand

Hbw Advisory Services LLC
41 Years of Experience
Eagle, ID
1 DisclosureSells Insurance
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Barnett Hellenbrand is a registered investment advisor at Hbw Advisory Services LLC, based in Eagle, ID, with 41 years of industry experience. Barnett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Hbw Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Eagle, ID

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History

Regulatory History (1)
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Criminal
January 1974
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barnett is the CEO of HBW Partners, a financial services firm, dedicating full-time hours to day-to-day operations. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, and spends minimal time on real estate referrals and writing books about investing.

Employment History
Current Registrations
Hbw Advisory Services LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2023 · 3 mos
Cetera Advisor Networks LLCBroker
June 2017 - September 2023 · 6 yrs 3 mos
Cetera Advisor Networks LLC
June 2017 - June 2023 · 6 yrs
Hbw Advisory Services LLC
December 2007 - November 2023 · 15 yrs 11 mos
Hbw Securities LLCBroker
November 2005 - August 2017 · 11 yrs 9 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC.Broker
January 2002 - October 2003 · 1 yr 9 mos
Iac Securities, INC.Broker
July 1999 - January 2002 · 2 yrs 6 mos
Cardinal Investments, INC.Broker
December 1998 - June 1999 · 6 mos
Centaurus Financial, INC.Broker
April 1997 - December 1997 · 8 mos
Uslife Equity Sales CORP.Broker
June 1992 - March 1997 · 4 yrs 9 mos
North American Management, INC.Broker
July 1989 - December 1991 · 2 yrs 5 mos
First American National Securities, INC.Broker
July 1983 - August 1989 · 6 yrs 1 mo
State Registrations2 states
CAID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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