Preston Eder
Advisor at HFG Advisors, Inc.
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
HFG Advisors, Inc.
Location
Kennewick, WA 99336
Credentials
Series 65
Industry experience
3 years
About
Preston Eder is a financial advisor at HFG Advisors, Inc. in Kennewick, WA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Gesa Credit Union, Grand Canyon University, and Northwest Baseball Ventures, LLC. He also serves as a Trade & Operations Analyst at HFG Trust LLC. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm employs a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory and offers socially conscious portfolios upon request.
Client services
Based on HFG Advisors, Inc.
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on HFG Advisors, Inc.
General tax planning
Charitable giving tax strategies
Retirement plans for business owners (SEP, solo 401k)
Wealth management
ESG / Sustainable investing
Fee options
Financial planning flat fees range from $2,000 to $5,000 for one-time consultations
$0 - $500,000: 1% annually $500,000 - $1,500,000: 0.8% annually $1,500,000+: 0.6% annually
$250 per hour for financial planning services
Ongoing consultation fees range from $75 to $2,500 per month or quarter
Account minimum: $500,000
Location
8131 W. Grandridge Blvd, Suite 1
Kennewick, WA 99336
Most active in
Preston E has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
HFG Advisors, Inc.
2022 - Present (4 years)
HFG Trust
2021 - Present (5 years)
Gesa Credit Union
2019 - 2021 (2 years)
Grand Canyon University
2016 - 2018 (2 years)
Northwest Baseball Ventures, LLC
2014 - 2019 (5 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:
Trust company
They provide trust and estate administration services, typically for separate fees.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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