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They include 185 individual clients and 73 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does HBE Wealth Management offer?","answer":"HBE Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does HBE Wealth Management charge?","answer":"HBE Wealth Management charges 0.35%–1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.","source":"FORM ADV PART 2A, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does HBE Wealth Management use?","answer":"HBE Wealth Management’s separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $268M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does HBE Wealth Management have?","answer":"HBE Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does HBE Wealth Management invest in?","answer":"At the end of its last fiscal year, HBE Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 10% exchange-traded equities, 9% U.S. government and agency bonds, 4% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns HBE Wealth Management?","answer":"HBE Wealth Management’s direct owners are Scott Becker (10% to 25%), Christopher Bedient (10% to 25%) and Hbe, LLP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does HBE Wealth Management get paid?","answer":"HBE Wealth Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}