Hodos Wealth Group, LLC

Hodos Wealth Group provides ongoing portfolio management and investment advisory services to individual clients, including high‑net‑worth individuals, and prepares a written Investment Policy Statement for each client. The firm advises primarily in ETFs as well as mutual funds, equities, fixed income and Treasury inflation‑protected securities, and clients receive regular quarterly account reports from their custodian.

The firm’s investment process combines modern portfolio theory, fundamental analysis and charting to construct model allocations and long‑term portfolios tailored to each client’s goals, tax situation and documented risk tolerance, and HWG typically requests discretionary trading authority to implement those plans. HWG requires clients to custody assets at Schwab Institutional, states it seeks best execution through that custodian, and does not aggregate or bunch trades across multiple client accounts.

A distinctive feature is that HWG sponsors and manages a wrap fee program—an arrangement that bundles advisory, transaction and certain administrative fees into a single client fee and is uncommon among independent advisers; wrap accounts are managed the same as non‑wrap accounts and are described in a separate Wrap Fee Program Brochure. As of December 2025 the firm reported roughly $27.1 million in discretionary assets under management, does not accept performance‑based fees, and does not utilize third‑party sub‑advisers.