Hfm Investment Advisors, LLC

HFM Investment Advisors, LLC is a registered Investment Advisor located in Glassboro, NJ, founded on June 12, 2017. The firm specializes in offering discretionary management activities, ongoing investment supervisory services, financial planning, on-demand financial courses, and Retirement Plan Services. They provide investment management services by outsourcing asset management to third-party money managers for portfolio management services. The firm uses subadvisors such as GeoWealth and Betterment for investment management. HFM assists clients in selecting an appropriate allocation model and refers clients to other investment advisors when necessary. They also offer held away account management services, financial planning services covering various areas like business planning, cash flow management, college savings, employee benefits optimization, estate planning, financial goals, insurance, portfolio analysis, retirement planning, risk management, and tax planning strategies. The firm charges advisory fees based on the market value of the account, ranging from 0-1.50%, and fees for financial planning services are offered on a fixed fee basis. Clients have the option to terminate the agreement with written notice. HFM does not offer performance-based fees and provides both discretionary and non-discretionary investment advisory services. The firm does not accept custody of client funds and maintains a fiduciary duty to act in the best interests of clients. The team at HFM includes Michael P. Pallozzi, Jason F. Gabrieli, Catherine B. Allen-Carlozo, Tyler A. Reedman, and Joseph Gaspari.