William Wang
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.
About
William Wang is a CFP® professional with four years of industry experience, currently serving at HFG Advisors, Inc. He has worked at Prime Wealth Management since 2021 and holds a managing director and shareholder role at HFG Trust, LLC. Outside of finance, he is a co-owner of Mustang Signs LLC, a sign production and vehicle wraps business. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm’s investment approach emphasizes asset allocation and generally passive, low-cost fund-based strategies, with options for socially conscious portfolios and various levels of discretionary management.
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
William W has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Prime Wealth Management
2021 - Present (5 years)
HFG Trust
2016 - Present (10 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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