Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > kennewick > HFG ADVISORS, INC.
HFG ADVISORS, INC.
8131 W. Grandridge Blvd
Suite 1
Kennewick, Washington 99336
Tel: 509-735-7507
About HFG ADVISORS, INC.
HFG ADVISORS, INC, formally registered with the SEC as HFG ADVISORS, INC. The firm was established in 01/13/2022. They have over 3 offices throughout the country.
HFG ADVISORS, INC. is a Kennewick, Washington based Financial Planning firm with nearly $250,160,836 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316446 |
| SEC# | 801-123046 |
| Assets Managed by Firm | $250,160,836 |
| No. of Clients | 306 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 306 | $250,160,836 |
| Individuals (other than high net worth individuals) | 111 | $33,908,871 |
| High net worth individuals | 20 | $40,798,661 |
| Pension and profit sharing plans | 6 | $3,171,019 |
| Charitable organizations | Fewer than 5 clients | $646,849 |
More Retirement Planning firms in Kennewick, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Kennewick, Washington