HFG Wealth Management, LLC fees and pricing
Financial planner in The Woodlands, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 23, 2026, HFG Wealth Management, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“This service is provided on an hourly basis (at $400/hour) or as otherwise negotiated and noted on the agreement with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HFG Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If management begins after the start of a quarter, fees may be prorated accordingly, with the initial fee charged in arrears at the first quarter close after the engagement and based upon the account market value at the same quarter’s close.”
- “If management begins after the start of a quarter, fees may be prorated accordingly, with the initial fee charged in arrears at the first quarter close after the engagement and based upon the account market value at the same quarter’s close.”
- “There is a minimum two-hour charge for all work billed hourly.”
How HFG Wealth Management, LLC’s fees compare
- Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
- 3 of the 7 other planners in The Woodlands that publish an hourly rate charge less.
About HFG Wealth Management, LLC
“The Firm provides investment consulting and advanced financial planning services which includes asset allocation and portfolio management services and customized financial planning solutions to its clients.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 429
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $505,616,927
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148406
- Website
- hfgwm.com (opens in new tab)
- Phone
- (832) 585-0110
Can advise clients in 4 states: Florida, Louisiana, Texas, Wisconsin
Other planners in The Woodlands that publish fees
- Anchored WealthThe Woodlands$400/hr
- Assurance Wealth ManagementThe Woodlands$1,500-$2,500
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Cooksen Wealth, LLCThe Woodlands$2,500-$5,000
- Diamond Client Group, LLCThe Woodlands$2,500-$100,000, $250-$8,000/mo
- Legacy Financial DesignsThe Woodlands$1,000-$10,000, $425-$2,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.