HFG Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
HFG Advisors reports 133 clients. They include 100 individual clients and 33 high-net-worth individuals. Of its assets, 99.8% ($113M across 358 accounts) are managed with discretion; $244K across 4 accounts are not. A wrap fee program the firm both sponsors and manages holds $51.3M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 30% |
| High-net-worth individuals | 25% | 70% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $34M | 30.0% | $340K |
| High-net-worth individuals | 33 | $79M | 69.7% | $2.39M |
| Charitable organizations | Fewer than 5 | $433K | 0.4% | — |
| Total | 133 | $113M | 100% | — |
- Clients
- 100
- Regulatory AUM
- $34M
- AUM share
- 30.0%
- Avg. per client
- $340K
- Clients
- 33
- Regulatory AUM
- $79M
- AUM share
- 69.7%
- Avg. per client
- $2.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $433K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 133
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
HFG Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- ERISA plan fees are a maximum annual fee of 1% of plan assets or a maximum flat fee of $25,000, depending on the plan.
- One-time financial planning
- One-time financial planning is billed at $250 an hour or as a flat fee of $2,000 to $5,000, with an estimate given before the work starts.
- Ongoing financial planning consulting
- Ongoing consulting fees range from $75 to $2,500 per month or per quarter, depending on scope and complexity.
- Tax preparation
- Tax return preparation is billed on completion: individual returns $500 to $1,500, trust returns $400 to $1,000, business returns $500 to $2,000 and estate returns $850 to $10,000.
HFG Trust, LLC owns 75% or more of HFG Advisors. The leadership team of HFG Advisors includes President William Wang and Chief Compliance Officer Drew Westermeyer. It has 7 employees, 5 of them in advisory roles.
Leadership
William WangPresident- Drew WestermeyerChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of HFG Advisors, Inc.
HFG Trust, LLC
Control person · since April 2021
HFG Advisors’ regulatory assets fell from $271M (June 2022) to $113M (March 2026); clients fell from 141 to 133 and employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $113M | 133 | 7 | 3 |
| March 2025 | $221M | 133 | 7 | 3 |
| March 2024 | $250M | 137 | 7 | 3 |
| June 2023 | $254M | 122 | 8 | 3 |
| June 2022 | $271M | 141 | 6 | 3 |
Besides its headquarters, HFG Advisors has 2 offices, with 3 listed addresses in California, Oregon and Washington.
California · 1 listed address
- 2936 Domingo Avenue, Berkeley
Oregon · 1 listed address
- 727 Se Cass Avenue, Roseburg
Washington · 1 listed address
- 8131 W. Grandridge BLVD, Suite 1, KennewickHQ
Other business names
HFG Advisors has reported 1 other business name to the SEC.
- HFG Advisors
Contact and registration details
- Legal name
- HFG Advisors, Inc.
- Headquarters
- 8131 W. Grandridge BLVD, Suite 1, Kennewick, WA 99336
- Website
- Not reported
- Phone
- 509-735-7507
- SEC file
- 801-123046
- Structure
- California corporation
- Fiscal year end
- December
HFG Advisors uses Charles Schwab ($113M) as custodian for its separately managed accounts. HFG Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $113M100%
At year end, HFG Advisors’ separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks9%
- Funds86%
- Bonds2%
- Cash3%
How many clients does HFG Advisors have?
HFG Advisors has 133 clients and manages $113 million for them, as of March 2026. They include 100 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does HFG Advisors offer?
HFG Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does HFG Advisors use?
HFG Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $113M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does HFG Advisors have?
HFG Advisors has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HFG Advisors invest in?
At the end of its last fiscal year, HFG Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HFG Advisors?
HFG Advisors’ direct owner is HFG Trust, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does HFG Advisors get paid?
HFG Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is HFG Advisors registered with the SEC?
Yes, HFG Advisors has been registered with the SEC as an investment adviser since 13 January 2022. Its CRD number is 316446 and its SEC file number is 801-123046.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact HFG Advisors?
HFG Advisors’ main office is at 8131 W. Grandridge BLVD, Suite 1, Kennewick, WA 99336. Its phone number is 509-735-7507.