Ethan
Berkebile
Hbks Wealth Advisors
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About this Advisor
Ethan Berkebile is a chartered financial analyst working in Warrendale, Pennsylvania, with 1 year of industry experience. Berkebile is an employee of Hbks Wealth Advisors. Throughout their career, they have worked at Hbks Wealth Advisors, The Coury Firm, Gibson Capital LLC, Bny Mellon, Kelly Financial Services and Saint Francis University. Berkebile is approved to advise clients in Pennsylvania. Hbks Wealth Advisors is a company that has its headquarters in Erie, PA. It has offices in 13 locations and a total of 95 advisors. It manages $5 billion in total assets across its 15,664 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 15,664 customer accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. Hbks Wealth Advisors provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees usually vary depending on which services are offered. However, fee types billed by Hbks Wealth Advisors most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Ethan Berkebile Work History
Ethan has been registered as a financial advisor for 1 years.*
Hbks Wealth Advisors
The Coury Firm
Gibson Capital LLC
Bny Mellon
Kelly Financial Services
Saint Francis University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ethan Berkebile to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hbks Wealth Advisors
Erie, PA
Erie, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Erie, PA
Erie, PA
Warrendale, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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