HBKS Wealth Advisors
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About the firm
HBKS Wealth Advisors provides a comprehensive range of financial services to individuals and businesses. Their certified financial planners are committed to helping clients manage, grow, and protect their wealth. They operate as independent fiduciaries and offer access to accounting, tax, and advisory services through their affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, portfolio management, wealth management, estate planning, and access to accounting, tax, and advisory services through affiliate HBK CPAs & Consultants
Who they serve
Individuals and businesses, including high-net-worth couples
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,747 | $1.2B |
| High Net Worth Individuals | 1,597 | $5.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 161 | $0 |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
300 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
74 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HBKS Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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