Overview
Assets Under Management: $113 million
Headquarters: KENNEWICK, WA
High-Net-Worth Clients: 33
Average Client Assets: $2.4 million
Frequently Asked Questions
HFG ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316446), HFG ADVISORS, INC. is subject to fiduciary duty under federal law.
HFG ADVISORS, INC. is headquartered in KENNEWICK, WA.
HFG ADVISORS, INC. serves 33 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, HFG ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
HFG ADVISORS, INC. manages $113 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, HFG ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.66%
Average Client Assets: $2.4 million
Total Client Accounts: 362
Discretionary Accounts: 358
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 316446
Filing ID: 2052487
Last Filing Date: 2026-03-16 12:08:08