HMV WEALTH ADVISORS, LLC
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About the firm
HMV Wealth Advisors, LLC is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, one of the region's largest accounting and business consulting firms with offices in Shreveport and Monroe, Louisiana and Longview, Texas. The firm is dedicated to helping businesses and individuals reach their full wealth potential by offering independent and objective advice under a fiduciary standard, focused on keeping investment fees and taxes as low as possible.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent and objective investment advice under a fiduciary standard, portfolio analysis, tax-efficient investment management, wealth management, portfolio advising, fixed income, and customized integrated financial planning, including complimentary second opinions on financial well-being.
Who they serve
Businesses and individuals, including those concerned with smart money decisions, minimizing income and estate taxes, transferring assets to the next generation, protecting assets from third parties, and making charitable gifts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $13M |
| High Net Worth Individuals | 52 | $359M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $1,000,000 | 0.70% |
| On the next $1,000,000 | 0.50% |
| On the next $2,000,000 | 0.40% |
| On all amounts thereafter | 0.35% |
Data as of September 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HMV WEALTH ADVISORS, 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.