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 is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
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
Location
2725 Colonial Ave, Erie, PA, 16506
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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 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.
Exams
More Advisors
- Scott Cross, CFAHbks Wealth Advisors
- Steven Weryha, CFPHbks Wealth Advisors
- Sarah Garnica-Saldana, CFPHbks Wealth Advisors
- Christopher Allegretti, CFPHbks Wealth Advisors
- Gabriel Gallagher, CFPHbks Wealth Advisors
- Brittany Taylor, CFPHbks Wealth Advisors