H
HF Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,783,591
Total clients
45
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$461,858
About
HF Advisory Services, LLC manages about $20.8 million for roughly 45 clients, serving individual investors and a small number of corporate clients including pension plans. The firm provides investment advisory and portfolio management services and can manage accounts on either a discretionary or non‑discretionary basis, with the firm’s reported assets managed under discretionary agreements as of December 31, 2025.
The advisor uses a bottoms‑up approach to individual security selection and uses mutual funds (frequently Vanguard funds), fixed‑income securities, and individual stocks; client portfolios often contain fewer than 20 individual equities, which the brochure notes can increase portfolio volatility. Clients can set allocation parameters (for example target percentages for fixed income or cash), the advisor commonly employs block trading when executing concurrent client and personal trades, and he often invests his own funds alongside client positions.
The principal is a Certified Public Accountant who also provides tax preparation and accounting services to some advisory clients, a combination that is uncommon among independent advisers and may affect how services are coordinated. The principal reports devoting approximately two‑thirds of his time to his CPA practice; the firm does not accept proxy‑voting authority and uses T.D. Ameritrade as custodian.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $49,999: 2.00% $50,000 - $149,000: 1.50% $150,000 - $500,000: 1.25% $500,000+: 1.00%
Fee-only: Annualized fees from 1% to 2% based on assets under management, no commissions or transaction-based fees; fees are non-performance based management fees.
Main office location
HF Advisory Services, LLC
Albertson NY, United States
Number of offices
1
Most active in
HF Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting 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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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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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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