Dennis Bielik is a CFP-designated registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 12 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
900 S. CAPITAL OF TX HIGHWAY, Suite 350, Austin, TX, 78746
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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
Dennis is a passive investor in a cannabis delivery service and a restaurant. He also owns an LLC for personal crypto and NFT investing, and is the treasurer for Creative Action, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Tcg Advisors
Tcg Advisors, LP
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Rfg Advisory Group, LLC
LPL Financial LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations15 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.