HFG Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance.
HFG Wealth Management reports 442 clients. They include 255 individual clients, 174 high-net-worth individuals and 7 charitable organizations. Of its assets, 100.0% ($506M across 1,492 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 19% |
| High-net-worth individuals | 39% | 70% |
| Charitable organizations | 2% | 7% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 255 | $96.2M | 19.0% | $377K |
| High-net-worth individuals | 174 | $355M | 70.2% | $2.04M |
| Charitable organizations | 7 | $33.4M | 6.6% | $4.78M |
| Corporations and other businesses | 6 | $21M | 4.2% | $3.51M |
| Total | 442 | $506M | 100% | $1.14M |
- Clients
- 255
- Regulatory AUM
- $96.2M
- AUM share
- 19.0%
- Avg. per client
- $377K
- Clients
- 174
- Regulatory AUM
- $355M
- AUM share
- 70.2%
- Avg. per client
- $2.04M
- Clients
- 7
- Regulatory AUM
- $33.4M
- AUM share
- 6.6%
- Avg. per client
- $4.78M
- Clients
- 6
- Regulatory AUM
- $21M
- AUM share
- 4.2%
- Avg. per client
- $3.51M
Total
- Clients
- 442
- Regulatory AUM
- $506M
- AUM share
- 100%
- Avg. per client
- $1.14M
- 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 Wealth Management charges 0.50%–2.00% for its Comprehensive Wealth Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $15,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- General Consulting
- Consulting on an as-needed basis, such as business valuation, is billed hourly at $400 per hour, with a minimum two-hour charge.
Larry Harvey owns 75% or more of HFG Wealth Management. Larry Harvey is CEO. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of HFG Wealth Management, LLC
Larry Harvey
Control person · since September 2008
HFG Wealth Management’s regulatory assets grew from $449M (March 2021) to $506M (September 2026); clients rose from 341 to 442 and employees fell from 11 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $506M | 442 | 5 | 2 |
| Mar 2025March 2025 | $461M | 435 | 7 | 3 |
| Apr 2024April 2024 | $406M | 1,386 | 12 | 2 |
| Mar 2023March 2023 | $404M | 1,379 | 12 | 2 |
| Mar 2022March 2022 | $526M | 1,274 | 9 | 2 |
| Mar 2021March 2021 | $449M | 341 | 11 | 2 |
Besides its headquarters, HFG Wealth Management has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 1790 Hughes Landing BLVD, Suite 575, The WoodlandsHQ
- 3016 Nederland Avenue, Nederland
Contact and registration details
- Legal name
- HFG Wealth Management, LLC
- Headquarters
- 1790 Hughes Landing BLVD, Suite 575, The Woodlands, TX 77380
- Website
- hfgwm.com
- Phone
- 832-585-0110
- @hfg-wealth-management-llc
- SEC file
- 801-69751
- Founded
- 2008
- Structure
- Texas LLC
- Fiscal year end
- December
HFG Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($449M). HFG Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $449M100%
At year end, HFG Wealth Management’s separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $99.4M across 42 positions; the largest are Dimensional ETF Trust (8.7%), Innovator ETFS Trust (8.1%) and Innovator ETFS Trust (6.5%).
What the accounts hold
- Stocks2%
- Funds92%
- Cash4%
- Other2%
- Annuities2%
How many clients does HFG Wealth Management have?
HFG Wealth Management has 442 clients and manages $506 million for them, as of September 2026. They include 255 individual clients, 174 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does HFG Wealth Management offer?
HFG Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does HFG Wealth Management charge?
HFG Wealth Management charges 0.50%–2.00% for its Comprehensive Wealth Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.
Source: HFG WEALTH MANAGEMENT, LLC ADV PART 2A, filed 23 September 2026
Which custodians does HFG Wealth Management use?
HFG Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $449M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does HFG Wealth Management have?
HFG Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 Wealth Management invest in?
At the end of its last fiscal year, HFG Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 2% exchange-traded equities and 2% other. The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HFG Wealth Management?
HFG Wealth Management’s direct owner is Larry Harvey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does HFG Wealth Management get paid?
HFG Wealth Management 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
How do I contact HFG Wealth Management?
HFG Wealth Management’s main office is at 1790 Hughes Landing BLVD, Suite 575, The Woodlands, TX 77380. Its phone number is 832-585-0110. Its website is hfgwm.com.