Steven Rinn
Steven Rinn is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 23 years of industry experience. Steven 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
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
Location
2725 Colonial Ave, Erie, PA, 16506
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Steven is an insurance agent with HBK Sorce Insurance, dedicating minimal time to this role. He also has passive ownership in several holding companies and rental properties, and serves as a board member for the Erie Catholic School System.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
Cap Pro Brokerage Services, INC.Broker
Nylife Securities INC.Broker
State Registrations6 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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