Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
Team HB Wealth
At HB Wealth, we believe that delivering personalized, fiduciary advice starts with an exceptional team of professionals who bring deep expertise, diverse backgrounds, and a commitment to client care. Each client works closely with a dedicated advisory group, typically a senior wealth advisor, associate wealth advisor, and client service associate, while also benefiting from the collaboration and strength of the entire firm. Our team includes experienced professionals with advanced credentials such as CERTIFIED FINANCIAL PLANNER® professionals, Chartered Financial Analyst® charterholders, CPAs, and J.D.s, along with specialists across key areas of planning and investments. This collective expertise allows us to address complex needs with thoughtful, tailored solutions, ensuring each client benefits from the strength of our entire HB Wealth team.
General Information |
| Firm Start Year: | 1989 | |
| No. of Employees: | 100-499 | |
| Work with the following types of clients: | Families, insitutions, nonprofits, foundations, and corporations |
| Advisory Services Provided: | Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Private Investments, Mutual Funds |
| Can meet clients in the following ways: | Your Office, Video Conference, Your Home, Our Office, Phone |
Firm Information |
| Firm's Number of Clients: | 4,012 |
| Firm's Number of Planning Clients: | 3,633 |
| Firm's Number of Managed Clients: | 4,012 |
| Assets Managed by Firm: | $17,140,521,716 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1.25% |
| Additional Details on Charges: | Fee starts at 1.25% of AUM and drops to 1% for AUM above $1M, and continues to decrease as wealth increases. |
| Minimum Fee Charged for Managed Accounts: | $12,500 |
Disclosures |
| https://hbwealth.com/insights-and-news/helpful-resources/form-adv/ |
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Additional Detailed Disclosures https://wiseradvisor.com/disclosure/1892432/wiseradvisor-hb-wealth-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
| We can serve clients in all states. |
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