HFG Advisors Inc. logo

HFG Advisors Inc.

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Client assets under management

$48,589,890

Clients

25

16% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$1,943,596

About

HFG Advisors, Inc. provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, addressing retirement, estate transfer, tax planning, stock option strategies and related areas. The firm constructs diversified portfolios using equities, bonds, mutual funds, ETFs and other alternatives with a long-term, buy-and-hold emphasis.

Investment selection is driven primarily by fundamental analysis and portfolios are managed and reviewed on an ongoing basis with formal reviews at least annually; custody is arranged through Pershing (via Osaic) or Charles Schwab. HFG communicates recommendations through written client agreements and offers financial planning on hourly or fixed-fee terms alongside its managed-account services.

What is distinctive about HFG compared with most peers is that its advisory representatives are dually registered as registered representatives and investment-advisory representatives of Osaic Wealth, Inc. (a FINRA-registered broker-dealer and a registered investment adviser) and are licensed insurance agents, and they may offer and sell commissionable securities and insurance products. The firm routes advisory activity through Osaic for FINRA supervisory purposes and participates in Osaic programs that can affect transaction charges and product availability, a relationship the brochure identifies as a potential source of conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Long-term care insurance Disability insurance College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fee ranges from $200 to $5,000 depending on complexity

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50%

Commissions

Advisory representatives may receive commissions as registered representatives of Osaic and insurance agents

Project-based

Financial planning services charged at $150 per hour

Other

Fee-only: Advisory fees based on assets under management; financial planning fees hourly or fixed

Main office location

HFG Advisors Inc.

5659 West Michigan Ave.

Kalamazoo MI 49009, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel Y

CFP®, Series 63, Series 66

Kalamazoo, MI

HFG Advisors Inc.

Daniel Youngs is a CFP® professional with 43 years of industry experience. He currently serves as an advisor at OSAIC and has held prior roles at FSC Securities Corporation and HFG Advisors, Inc., which he also owns. Outside of his advisory work, Youngs is the CEO of Succession Connection Inc., a website business focused on connecting financial advisors for succession planning. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers. The firm serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory programs and investment solutions.

Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Long-term care insurance Disability insurance College savings (529s, UTMA, etc.)
user avatar

Jordan M

CFP®, Series 66

Kalamazoo, MI

HFG Advisors Inc.

Jordan Marchewka is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at HFG Advisors Inc. in Kalamazoo, MI. His career includes roles at FSC Securities Corp and Consumers Energy. He contributes to the finance team at The Bridge Church, assisting with budget oversight and fund allocation. HFG Advisors, Inc. manages approximately $52.2 million for a small client base, including high-net-worth individuals, trusts, estates, and retirement accounts. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, focusing on diversified, long-term investment strategies without using third-party advisers.

Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Long-term care insurance Disability insurance College savings (529s, UTMA, etc.)
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