H
Hebert Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,000,000
Total clients
30
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,233,333
About
Hebert Investment Advisors provides personalized investment management and financial planning to individuals, trusts, estates, and small businesses, delivering customized Investment Plans and ongoing portfolio oversight. The firm manages client assets on a discretionary basis and also offers standalone financial plans and limited-scope hourly engagements.
Hebert structures diversified portfolios primarily using no-load, no-transaction-fee mutual funds and builds client-specific asset allocation models, with regular portfolio reviews and quarterly written updates. The firm follows a long-term investment approach while maintaining a systematic method to reduce market exposure during major market corrections and selects funds based on long-term performance metrics.
The firm manages roughly $65 million across about 40 clients, producing a higher-than-average account size relative to many peers, and operates as a fee-only, independent adviser without commission relationships. Its principal has more than three decades of experience at major financial institutions and the firm maintains a formal relationship with Schwab Advisor Services that provides institutional custody tools and support; the firm also generally leaves proxy voting decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Cash flow / budgeting
Fee options
Minimum $2,500 for financial planning engagements, fee based on complexity
$0 - $100,000: Higher percentage rate on annual fees with a $1,000 minimum annual fee $400,000+: 1% per year
$100 per hour for limited scope financial planning engagements and follow-on implementation work
Account minimum: $400,000 Minimum fee: $1,000 minimum annual fee for accounts under $100,000 Fee-only: Fee-only investment management and financial planning services; no commissions received
Main office location
Hebert Investment Advisors, Inc.
New Smyrna Beach FL, United States
Number of offices
1
Most active in
Hebert Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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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.
Forms ADV
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