HB Wealth
3550 Lenox Rd NE
Suite 2700
Atlanta, GA 30326
4042641400
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
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General Information
Firm Start Year
1989
No. of Employees
100-499
Firm CRD#
316731
Work with the following types of clients
Families, insitutions, nonprofits, foundations, and corporations
Advisory Services Provided
Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
4,012
Firm's Number of Planning Clients
3,633
Firm's Number of Managed Clients
4,012
Assets Managed by Firm
$17,140,521,716
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
1.25%
Additional Details on Charges
Fee starts at 1.25% of AUM and drops to 1% for AUM above $1M, and continues to decrease as wealth increases.
Minimum Fee Charged for Managed Accounts
$12,500
Disclosures
https://hbwealth.com/insights-and-news/helpful-resources/form-adv/
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892432/rothira-HB-Wealth-detailed-disclosure.html