HFM Investment Advisors, LLC

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Total assets under management

$329,327,274

Total clients

479

14% high-net worth

Total advisors

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$687,531

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Initial Financial Planning Fee up to $15,000; ongoing annual financial planning fee up to $15,000 if managed assets under $500,000; HFM60° modular financial planning session fees range $199-$899

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%

Other

Account minimum: $500,000 minimum (may be waived at discretion); no minimum for HFM90° service

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

HFM Investment Advisors, LLC

102 West High Street, Suite 200

Glassboro NJ 08028, United States

Number of offices

Forms ADV

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

Quick links

Facebook Instagram Website 856-232-2270

Advisors at this firm

Brett H

Series 65

Glassboro, NJ

HFM Investment Advisors, LLC

Catherine A

CFP®, Series 63, Series 65, Series 66

Glassboro, NJ

HFM Investment Advisors, LLC

Jason G

CFP®, Series 66

Glassboro, NJ

HFM Investment Advisors, LLC

Joseph G

Series 65

Glassboro, NJ

HFM Investment Advisors, LLC

Andrew B

CFP®

Glassboro, NJ

HFM Investment Advisors, LLC

Michael P

Series 63, Series 65

Glassboro, NJ

HFM Investment Advisors, LLC

Tyler R

Series 65

Glassboro, NJ

HFM Investment Advisors, LLC

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