Barnett Hellenbrand
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, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
Eagle, ID
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Regulatory History (1)
Criminal
January 1974Other 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
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Hbw Advisory Services LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
Great American Advisors, INC.Broker
Iac Securities, INC.Broker
Cardinal Investments, INC.Broker
Centaurus Financial, INC.Broker
Uslife Equity Sales CORP.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations2 states
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.