Hfg Wealth Management, LLC

Hfg Wealth Management, LLC (CRD# 148406) is a financial advisory firm headquartered in The Woodlands, TX. They manage $449,272,785 in 341 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    449
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $1,317,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MN, TX, WI

Financial Advisors at Hfg Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Robert E. Budavich
CRD#: 2381035
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Robert Budavich (CRD# 2381035) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has over 28 years of experience in the finance industry. Robert Budavich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Larry A. Harvey
CRD#: 1483362
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Larry Harvey (CRD# 1483362) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has over 27 years of experience in the finance industry.

3
Bridget Vanyo
CRD#: 6849601
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Bridget Vanyo (CRD# 6849601) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry.

4
Kathryn L. Bates
CRD#: 7301485
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Kathryn Bates (CRD# 7301485) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

5
Sterling J. Gray
CRD#: 7423363
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Sterling Gray (CRD# 7423363) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

6
Matthew T. Harvey
CRD#: 6906351
1790 Hughes Landing,suite 350, Two Hughes Landing, The Woodlands, TX 77380

Matthew Harvey (CRD# 6906351) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

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