HBW Advisory Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 13, 2025. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$16⁠-⁠$35/mo

“The subscription price is $35/month of which HBW is compensated $16/month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How HBW Advisory Services LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is typically payable quarterly in arrears based on the client's average daily account balance for the prior quarter.”
• “If the agreement is executed at any time other than the first day of the calendar quarter, fees will apply on a pro rata basis, which means that the fees are payable in proportion to the number of days in the quarter.”
• “The fee is negotiable depending upon the complexity and scope of the plan and/or service, the client's financial situation and objectives.”

About HBW Advisory Services LLC

• Firm size: 72 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

13,779

Employees

72

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$1,747,369,322

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143665

Website

wealthfort.com (opens in new tab)

Phone

(800) 473-3856

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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