HFG Advisors manages investment portfolios and provides financial planning, tax preparation, and consulting services for individuals and retirement plans. HFG Advisors builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds based on modern portfolio theory. The firm offers both ongoing investment management and various financial planning packages, including one-time consultations and ongoing guidance. HFG Advisors also provides specialized services for employer-sponsored retirement plans under federal rules. Clients can choose standard or bundled wrap fee programs where transaction costs are included in the overall management fee. HFG Advisors is a wholly-owned subsidiary of HFG Trust, a state-chartered trust company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees may be waived or negotiated at the firm's discretion based on historical relationships, account composition, and expected future assets.