Hfg Advisors, Inc.

HFG Advisors, Inc. is a registered investment adviser founded in August 2014, specializing in fee-based investment management and financial planning services. The firm does not act as a custodian of client assets, allowing clients to maintain control over their assets. HFG offers services such as tax planning, legacy planning, educational planning, and financial budgeting for a fee. The firm also provides socially conscious investment portfolios upon client request. The firm's investment strategy is grounded in Modern Portfolio Theory, focusing on asset allocation as the primary determinant of portfolio return variability. HFG typically recommends passive, asset-class mutual funds and exchange-traded funds for diversification. Clients have the option to impose restrictions on investing in certain securities or types of securities. HFG requires a minimum account size of $500,000, with the discretion to accept accounts with fewer assets under certain circumstances. The firm's fee structure is based on a percentage of assets under management, with fees detailed in the Investment Advisor agreement. The firm's employees, including financial advisors and investment advisor representatives, hold various certifications such as Certified Financial Planner (CFP®) and Chartered Financial