Rick Prime
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
CFP®, Series 66
Industry experience
22 years
About
Rick Prime is a CFP® professional with 22 years of industry experience, currently serving at HFG Advisors, Inc. He has been operating Prime Wealth Management, Inc. since 2014 and has maintained his own practice, Prime Wealth Services, since 2004. In addition to his advisory work, he is a part-time financial literacy instructor at Umpqua Community College. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm emphasizes asset allocation and a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory, while also offering socially conscious portfolios and various management options, including discretionary and non-discretionary services.
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
Rick P has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Washington
Work history
Umpqua College
2019 - Present (7 years)
Prime Wealth Management, Inc.
2014 - Present (12 years)
Rick Prime, DBA Prime Wealth Services
2004 - Present (22 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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