Larry Harvey
Larry Harvey is a ChFC-designated registered investment advisor at Hfg Wealth Management, LLC, based in The Woodlands, TX, with 27 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 442 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee varies between 0.5% and 2.0% annually based on portfolio size, financial complexity, and services rendered. Minimum annual fee of $15,000. Fees are negotiable.
Fee Estimator
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Larry is a managing member of HFG Wealth Management, LLC, a board member and minority stakeholder of Bellatore Financial, Inc., and a principal owner of Bella Fund Holdings, Inc. He also serves on the advisory board of Bellatore, LLC and is a member of Sable Ventures, LLC and Sable Assets, LLC, spending minimal time on these activities. Larry is also an insurance agent.
Employment History
Current Registrations
Hfg Wealth Management, LLC
Previous Registrations
Fsc Securities Corporation
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.
Exams
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