Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$505,616,927
Total clients
429
41% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
86
Average account size
$1,178,594
HFG Wealth Management is a discretionary wealth advisory firm that serves individuals, high-net-worth clients, families, trusts, and related entities, managing approximately $505.6 million for a diversified client base. The firm offers comprehensive wealth management—financial planning, portfolio management, and limited-scope consulting—and implements tailored account guidelines and client-directed restrictions where requested.
The firm’s investment process is driven by an internal investment advisory committee that develops model portfolios and an in-house lead advisor who oversees final portfolio construction; HFG typically implements allocations with ETFs, institutional mutual funds, and, on a more limited basis, individual equities and fixed income. Accounts are managed on a discretionary basis with regular (at least quarterly) reviews, and HFG may engage sub‑advisers for portfolio administration, trading, and reporting while recommending a custodial platform for execution and custody.
HFG is affiliated with an external registered investment adviser and back‑office firm, Bellatore Financial, Inc., which provides portfolio construction, trading and administrative services and acts as investment manager for an affiliated private fund (HFG Opportunity Fund LP), a relationship the brochure discloses and describes as monitored for conflicts of interest. In addition, several advisory representatives maintain insurance licenses and may recommend and sell insurance products and variable annuities (with compensation disclosed), a service mix the firm notes and manages through suitability reviews and conflict disclosures.
0.5% to 2.0% depending on assets, complexity, and services
$400/hour with minimum two-hour charge for consulting services
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $15,000 Fee-only: Comprehensive Wealth Management fees based on percentage of assets under management, quarterly in advance; fees are negotiable.
HFG Wealth Management, LLC
1790 Hughes Landing Blvd, Suite 575
The Woodlands TX 77380, United States
Number of offices
3
Florida · Louisiana · Texas · Wisconsin
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
ChFC®, Series 63, Series 65
The Woodlands, TX
HFG Wealth Management, LLC
Series 66
The Woodlands, TX
HFG Wealth Management, LLC
Series 65
The Woodlands, TX
HFG Wealth Management, LLC
Series 65, Series 66
The Woodlands, TX
HFG Wealth Management, LLC
CFP®, Series 65
The Woodlands, TX
HFG Wealth Management, LLC
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