HF Advisory Group, LLC
SEC RegisteredWe Can Help You Put the Pieces Together
About the firm
HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area. They offer comprehensive financial planning and investment management services to help clients build a comfortable retirement lifestyle.
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 and investment management services, including a 7-step financial planning process covering goal setting, data gathering, plan creation, implementation, and monitoring, with expertise in estate planning, insurance, investments, taxes, employee benefits, and retirement planning
Who they serve
Families, business owners, and individuals in the Baltimore-Washington metropolitan area
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 361 | $121M |
| High Net Worth Individuals | 99 | $201M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 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. HF Advisory Group, LLC 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched