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Augustine Repetto

Hbks Wealth Advisors
23 Years of Experience
Conshohocken, PA
Sells Insurance
View SEC Summary
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Augustine Repetto is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Conshohocken, PA, with 23 years of industry experience. Augustine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B in assets under management.

Hbks Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
7,824 clients
Average Client Portfolio
$979K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 W Elm St, Suite 350, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Augustine is a member of Wyndmoor Properties LLC (commercial real estate) and owner/principal of several rental properties (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty). Augustine also dedicates a few hours per week as an insurance agent for HBK Sorce Insurance LLC.

Employment History
Current Registrations
Hbks Wealth Advisors
October 2017 - Present · 9 yrs
Previous Registrations
Locust Capital Management LLC
September 2008 - December 2017 · 9 yrs 3 mos
Walnut Street Securities, INC.
June 2006 - September 2008 · 2 yrs 3 mos
Comprehensive Investment Solutions, LLC
April 2003 - March 2006 · 2 yrs 11 mos
CPA Investment Solutions, LLC
October 2002 - March 2006 · 3 yrs 5 mos
Comprehensive Investment Solutions INC
October 2002 - April 2003 · 6 mos
State Registrations6 states
CAFLILNJNYPA
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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