Kathryn
Bates
Hfg Wealth Management, LLC
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About this Advisor
Kathryn Bates is a financial advisor based in Spring, Texas, working with Hfg Wealth Management, LLC. Kathryn has previously held positions at Starfox Financial Services, LLC, Provident Wealth Advisors, Luminaire Uk, LTD, and Hfg Wealth Management, LLC. Kathryn has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kathryn is part of Hfg Wealth Management, LLC, which operates out of Spring, Texas. The firm has 1 office and 12 employees. The firm manages assets totaling $406.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Hfg Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hfg Wealth Management, LLC Brokerage Details
$406,119,064
12
1,386
$293,015
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Bates Work History
Hfg Wealth Management, LLC
Hfg Wealth Management, LLC
Hfg Wealth Management, LLC
Starfox Financial Services, LLC
Starfox Financial Services, LLC
Provident Wealth Advisors
Luminaire Uk, LTD
Disclosures
Please visit the SEC profile of Kathryn Bates 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 Hfg Wealth Management, LLC
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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