Zachary Allegretti
Zachary Allegretti is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 13 years of industry experience. Zachary 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
2725 Colonial Ave, Erie, PA, 16506
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 ActivitiesSells Insurance
Zachary is a senior financial advisor at HBK Sorce Advisory, LLC, dedicating about half of his time to wealth management. He also works as an agent at HBK Sorce Insurance, spending minimal time there, and is a registered representative with Purshe Kaplan Sterling, spending a few hours per week in that role.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations19 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.