Amy Owen
Advisor at HB Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HB Wealth
Location
Palm Beach Gardens, FL 33410
Credentials
CFP®, Series 66
Industry experience
< 1 year
About
Amy Owen is a CFP® and holds a Series 66 license with five years of experience at HB Wealth. She previously worked at SunTrust and PNC Investments and Bank. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a diverse range of investment instruments and conducting due diligence on managers and private funds.
Client services
Based on HB Wealth
Financial planning
Portfolio management
Selection of other advisers
Bill pay services
Expertise
Based on HB Wealth
Private / alternative investments
Real estate investing
Wealth management
Fee options
$0 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.000% $5,000,001 - $10,000,000: 0.750% $10,000,001 - $30,000,000: 0.625% $30,000,001+: 0.500%
Hourly financial services occasionally provided; specific rates not clearly stated.
Account minimum: $12,500 (minimum annual fee, negotiable and may be waived or tiered) Minimum fee: Minimum annual fee of $12,500, negotiable and may be waived or tiered Fee-only: Financial planning services may be provided on an hourly basis; specific hourly rates not stated in brochure.
Location
3835 Pga Blvd, Suite 307
Palm Beach Gardens, FL 33410
Most active in
Amy O has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
HB Wealth Management, LLC
2021 - Present (5 years)
SunTrust
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
PNC investments
2014 - 2018 (4 years)
PNC bank
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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