Be advised. This firm is no longer registered.

Hfi Wealth Management

Hfi Wealth Management (CRD# 121275) is a financial advisory firm headquartered in Shepherdstown, WV. They manage $375,357,195 in 1,270 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    1,270
    ACCOUNTS
  • Average Account Value
    $295,557
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, MD, NC, PA, TX, VA, WV

Financial Advisors at Hfi Wealth Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.