HFM Advisors

Overview

HFM Advisors is an independent, sole‑proprietor registered investment adviser that provides discretionary portfolio management and financial planning for individual and family clients, including small businesses. The firm’s business model centers on fee‑based advice: a combination of percentage‑of‑AUM billing, hourly charges and other fee arrangements. Its stated advisory activities emphasize personalized planning and portfolio management rather than institutional consulting or pension work. HFM Advisors is not positioned as an ESG specialist and does not operate as a multi‑state adviser. Investment activity is concentrated in publicly offered pooled products—mutual funds and other public funds—for core equity and fixed‑income exposure. For clients who require broader diversification or illiquid exposure, the firm allocates to third‑party alternative managers in private equity and real estate and uses annuities as part of certain planning solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices