Kathryn
Bates
Hfg Wealth Management, LLC
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About this Advisor
Kathryn Bates is a financial advisor who works in Spring, Texas with 2 years of relevant experience. Bates currently works for Hfg Wealth Management, LLC. During their career, the advisor has held roles at Starfox Financial Services, LLC, Provident Wealth Advisors, Luminaire Uk, LTD and Hfg Wealth Management, LLC. Bates has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Texas. Hfg Wealth Management, LLC is an advisory business that has its headquarters in Spring, TX. The firm has a total of 12 advisors. It handles $404 million in assets across its 1,379 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 1,379 customer accounts, 56% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Hfg Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hfg Wealth Management, LLC Brokerage Details
$403,811,040
12
1,379
$292,829
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Bates Work History
Kathryn has been registered as a financial advisor for 2 years.*
Hfg Wealth Management, LLC
Hfg Wealth Management, LLC
Starfox Financial Services, LLC
Starfox Financial Services, LLC
Provident Wealth Advisors
Luminaire Uk, LTD
*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 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
Spring, TX
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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