Tana Gildea
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
Alpharetta, GA 30009
Credentials
CFP®, Series 65
Industry experience
19 years
About
Tana Gildea is a CFP® professional with 19 years of experience in financial advising, currently with HB Wealth since 2018. Prior to that, she worked at Compass Financial Consulting, LLC for 12 years. She is the owner of Graduate's Guide, a business focused on financial literacy through writing, speaking, and training, and serves on the Board of Directors for the Georgia Neurodiversity Chamber of Commerce. Gildea also instructs in Kennesaw State University's CFP program. HB Wealth provides wealth management and financial planning primarily to individuals and families, along with services for trusts, retirement plans, corporate entities, foundations, and family offices. The firm employs a comprehensive investment process that aligns client goals with market outlooks using a broad range of instruments and conducts thorough manager due diligence.
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
2475 Northwinds Parkway, Suite 100
Alpharetta, GA 30009
Most active in
Tana G has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Homrich Berg
2018 - Present (8 years)
Compass Financial Consulting, LLC
2006 - 2018 (12 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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