BH
BH

Blake Hiett

10 Years of Experience
Fort Worth, TX
BrokerSells Insurance

Blake Hiett is a registered investment advisor at Global Retirement Partners LLC, based in Fort Worth, TX, with 10 years of industry experience. Blake 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 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3221 Collinsworth Street, Fort Worth, TX, 76107

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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

Blake has several investment-related business activities, including DBAs for LPL business through entities like GUS BATES INSURANCE & INVESTMENTS and HUB International. Blake also provides investment advisory services through Global Retirement Partners, LLC, dedicating a full-time commitment to these activities.

Employment History
Current Registrations
Global Retirement Partners LLC
February 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
February 2021 - Present · 5 yrs 3 mos
HUB International Investment Services INC.
December 2020 - Present · 5 yrs 5 mos
HUB International Investment Services INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Kestra Advisory Services, LLC
August 2018 - February 2021 · 2 yrs 6 mos
Kestra Investment Services, LLCBroker
August 2018 - February 2021 · 2 yrs 6 mos
Strategic Advisers LLC
March 2018 - July 2018 · 4 mos
Fidelity Brokerage Services LLCBroker
July 2015 - July 2018 · 3 yrs
State Registrations1 state
TX
AdvisorBrokerBoth

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.