Hf Advisory Group, LLC

HF Advisory Group, LLC, established in January 2009 and registered as an investment advisor in 2020, is led by principal owner Raymond L Hobson. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment strategies include asset allocation, risk assessment, and regular portfolio monitoring. Clients grant discretionary authority for securities selection and transactions. The firm utilizes Riskalyze software to assess client risk tolerance and operates as a fiduciary, prioritizing client interests. Services encompass financial planning, with fees ranging from $500 to $5,000 for fixed plans and $250 to $650 hourly. HFA Group specializes in mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs, among others. The firm does not participate in wrap fee programs and manages over $250 million in discretionary assets. Portfolio management fees range from 0.5% to 1.75%, adjusted quarterly based on asset values. Clients receive monthly account reports and quarterly fee breakdowns. HFA Group does not receive compensation for recommending securities and provides services to individuals, high-net-worth individuals, and corporations without an account minimum. The firm's investment strategies adhere to modern portfolio theory, emphasizing risk management and long-term trading while disclosing potential risks associated with various securities and investment types.