Hfg Wealth Management, LLC

Assets Under Management

$460.7M

Number of Clients

435

Number of Advisors

6

Average Client AUM

$1.1M

AUM per Advisor

$76.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

HFG Wealth Management offers comprehensive wealth management services, including investment planning and customized financial planning solutions. They work with clients to establish and reach specific goals within their risk tolerance. They also offer general consulting services on an as-needed basis.

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$15,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380

6 Advisors at this firm