HFG WEALTH MANAGEMENT, LLC
SEC RegisteredWealth Management That's Rooted in Faith, Focused on You™
About the firm
HFG is a wealth management firm that provides a tailored financial and life planning process designed to build, preserve, and distribute wealth in alignment with clients' goals, values, and legacy. The firm offers high-quality, family office-type services to affluent and wealthy individuals, families, and business owners nationwide, with a commitment to white-glove service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
HFG offers comprehensive wealth management services including investment consulting, wealth transfer planning, wealth enhancement through tax strategies, wealth protection, and charitable giving guidance. Their process includes discovery meetings, personalized investment planning, and ongoing progress meetings.
Who they serve
Affluent and wealthy individuals, families, and business owners nationwide
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 255 | $96M |
| High Net Worth Individuals | 174 | $355M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 12, 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. HFG WEALTH MANAGEMENT, 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.
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