Hfg Advisors, Inc.
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 133
- Avg AUM / client
- $853K
- Accounts
- 362
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $34.0M | 30.0% |
| High net worth individuals | 33 | $79.0M | 69.7% |
| Charitable organizations | Fewer than 5 clients | $433K | 0.38% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Ting Hsiang Wang | President | CFP | Jan 2022 (5y) | Less than 5% |
| Westermeyer, Drew, Alan | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Rick Prime | Registered representative | CFP | Jan 2022 (5y) | |
| Cody Alan Beaumont | Registered representative | CFP | Aug 2022 (4y) | |
| Preston Charles Eder | Registered representative | Aug 2022 (4y) | ||
| Robert Tyler Pearson | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hfg Trust, Llc | Owner | Apr 2021 | A | 75% or more |
| Community First Bank | Owner | Jan 2016 | B | GP / trustee / elected manager of Hfg Trust, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Federal Home Loan Bank Of Des Moines $131M (59% of AUM) Sep 2025
- Charles Schwab & Co. $113M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗