HG Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,542,014
Total clients
19
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$1,818,001
About
HG Wealth Management provides financial planning, investment consultation, and ongoing investment supervisory services to individual investors and to entities such as trusts, estates, foundations, charities, and businesses including retirement plans. Its advice covers retirement and college planning, estate and tax coordination, risk management, and implementation of investment strategies.
The firm uses a Core + Satellite investment approach, combining indexed core holdings with selected active satellite positions and drawing on both fundamental and technical analysis to set asset allocation and select managers. It delivers tailored engagements ranging from modular reviews to comprehensive plans and can manage accounts on either a discretionary or non‑discretionary basis while coordinating with clients’ other professionals.
What is notable about the firm is its relatively small client roster managing roughly $34.5 million in client assets, which results in a concentrated advisor-to-client relationship compared with many peers. The firm also offers educational workshops for groups on financial and investment topics—a service less commonly offered by independent advisors and presented as general education rather than product sales.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees ranging from $1,000 to $10,000 annually for financial planning and investment consultation services
$0 - $499,999: 1.25% (125 basis points) $500,000 - $999,999: 1.00% (100 basis points) $1,000,000 - $1,999,999: 0.90% (90 basis points) $2,000,000 - $4,999,999: 0.70% (70 basis points) $5,000,000+: 0.60% (60 basis points)
$250 per hour with a one-hour minimum billed in 15-minute increments
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000, billed quarterly in arrears Fee-only: Fixed fees typically ranging from $1,000 to $10,000 annually; hourly fees at $250 per hour with a one-hour minimum
Main office location
HG Wealth Management, LLC
401 N Michigan Ave, Suite 1200
Chicago IL 60611, United States
Number of offices
1
Most active in
HG Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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:
-
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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