HB Wealth- Financial Advisor Atlanta, GA

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About HB Wealth

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.

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General Information

Firm Start Year

1989

No. of Employees

100-499

Firm CRD#

316731

Work with the following types of clients

Families, insitutions, nonprofits, foundations, and corporations

Advisory Services Provided

Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

4,012

Firm's Number of Planning Clients

3,633

Firm's Number of Managed Clients

4,012

Assets Managed by Firm

$17,140,521,716

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

1.25%

Additional Details on Charges

Fee starts at 1.25% of AUM and drops to 1% for AUM above $1M, and continues to decrease as wealth increases.

Minimum Fee Charged for Managed Accounts

$12,500

Disclosures

https://hbwealth.com/insights-and-news/helpful-resources/form-adv/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892432/paladinregistry-HB-Wealth-detailed-disclosure.html

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HB Wealth