Peter Sorensen
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.
About
Peter Sorensen is a financial advisor at HB Wealth with a Series 65 designation and less than one year of industry experience. Prior to joining HB Wealth, he was employed at Bucknell University and held positions in education and pool management. 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 uses a wide range of investment instruments and conducts both quantitative and qualitative due diligence to align client goals with its capital markets outlook.
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
1 West Pennsylvania Ave, Suite 800
Towson, MD 21204
Most active in
Peter S has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
HB Wealth Management, LLC
2025 - Present (1 year)
Bucknell University
2021 - 2025 (4 years)
DRD Pool Management
2021 - 2021 (1 year)
Towson High School
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Dumbarton Middle School
2014 - 2017 (3 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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Andrew D
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