Steven Cass is a CFP-designated registered investment advisor at Hb Wealth, based in Atlanta, GA, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a board member of the Morton Plant Mease Healthcare Foundation since January 2024, dedicating a few hours per week. He acts as an ambassador for the health system and oversees organizational management.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
First of America Brokerage Service, INC.Broker
Great Western Financial Securities CorporationBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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