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CFP
RH
CFP

Ryan Hawk

Hbks Wealth Advisors
20 Years of Experience
Naples, FL
Sells Insurance
View SEC Summary
View SEC Summary

Ryan Hawk is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Naples, FL, with 20 years of industry experience. Ryan 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

3838 Tamiami Trail North, Suite 100, Naples, FL, 34103

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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

Ryan is an insurance agent with HBK Sorce Insurance since March 2019. This activity requires minimal time.

Employment History
Current Registrations
Hbks Wealth Advisors
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2019 - November 2020 · 1 yr 10 mos
Vanguard Advisers INC
March 2014 - January 2019 · 4 yrs 10 mos
Vanguard Marketing CorporationBroker
February 2014 - January 2019 · 4 yrs 11 mos
Baron Silver Stevens Financial Advisors, LLC
January 2010 - February 2014 · 4 yrs 1 mo
Royal Alliance Associates, INC.Broker
May 2008 - February 2014 · 5 yrs 9 mos
Natcity Investments, INC.
December 2007 - April 2008 · 4 mos
Natcity Investments, INC.Broker
December 2007 - April 2008 · 4 mos
Suntrust Investment Services, INC.
April 2007 - December 2007 · 8 mos
Suntrust Investment Services, INC.Broker
March 2007 - December 2007 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2005 - July 2006 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - July 2006 · 1 yr 4 mos
State Registrations3 states
FLNCTX
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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