Cynthia Wilson is a CFP-designated registered investment advisor at Hb Wealth, based in Alpharetta, GA, with 19 years of industry experience. Cynthia 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
2475 Northwinds Parkway, Suite 100, Alpharetta, GA, 30009
Get directionsHistory
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
Cynthia owns rental property since 2012. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Securian Financial Services, INC.
Joyn Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations1 state
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