William Lofley is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Stuart, FL, with 4 years of industry experience. William 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
1000 SE Monterey Commons Blvd, Suite 101, Stuart, FL, 34996
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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.
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William is the owner of Flamingo Tax and Consulting LLC, providing tax preparation services to friends and family since 2019. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Castle Wealth Management
State Registrations1 state
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