Our Team
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.
316731
We can serve clients in all states.
Families, insitutions, nonprofits, foundations, and corporations
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
Yes
No
Yes
Yes
I have a clean record
I have a clean record
Exchange Traded Funds (ETFs), Stocks, Bonds, Private Investments, Mutual Funds
Your Office, Video Conference, Your Home, Our Office, Phone
Fee-Only
Based on Assets
1.25%
Fee starts at 1.25% of AUM and drops to 1% for AUM above $1M, and continues to decrease as wealth increases.
$12,500
4,012
3,633
4,012
$17,140,521,716
https://hbwealth.com/insights-and-news/helpful-resources/form-adv/
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1892432/wiseradvisor-hb-wealth-detailed-disclosure.html
