HBW Advisory Services LLC

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Total assets under management

$1,747,369,322

Total clients

13,779

1% high-net worth

Total advisors

of 72 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

203

Average account size

$126,814

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.

Percentage

$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)

Commissions

Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.

Project-based

Up to $300 per hour for financial planning and consulting services.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

HBW Advisory Services LLC

2655 1 St Street, Suite 250

Simi Valley CA 93065, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 800-473-3856

Advisors at this firm

Todd M

Series 65

Chester, VA

HBW Advisory Services LLC

William R

Series 65

Simi Valley, CA

HBW Advisory Services LLC

Richard J

Series 63, Series 65

Roseville, CA

HBW Advisory Services LLC

Ron R

Series 63, Series 65

Rancho Palos Verdes, CA

HBW Advisory Services LLC

Venkata J

Series 65

Orange, CA

HBW Advisory Services LLC

Paul M

Series 63, Series 65

Latham, NY

HBW Advisory Services LLC

Telma P

Series 63, Series 65

Oxnard, CA

HBW Advisory Services LLC

Roy E

Series 66

Corona, CA

HBW Advisory Services LLC

Taylor D

Series 65

Boise, ID

HBW Advisory Services LLC

Barnett H

Series 63, Series 65

Eagle, ID

HBW Advisory Services LLC

Roland D

Series 63, Series 65

Richmond, VA

HBW Advisory Services LLC

Caleb S

Series 63, Series 66

Winfield, IL

HBW Advisory Services LLC

Max K

Series 65

Grand Rapids, MI

HBW Advisory Services LLC

Richard Y

Series 65

Missouri City, TX

HBW Advisory Services LLC

Joel B

CFP®, Series 63

Remote

HBW Advisory Services LLC

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