Jason Rundorff is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Naples, FL, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
3838 Tamiami Trial N, Ste 100, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Naples Global Advisors
Purshe Kaplan Sterling InvestmentsBroker
Hbks Wealth Advisors
Securities America, INC.Broker
State Registrations1 state
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