Barnett David Hellenbrand

Hbw Advisory Services LLC

40 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning

Hbw Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

65 advisors

Number of Clients

12,626 clients

Average Client Portfolio

$117K average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:None

Location

Eagle, ID

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History

Regulatory History (1)

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Criminal

January 1974

Final Disposition

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Other Business ActivitiesSells Insurance

Barnett is the CEO of HBW Partners, a financial services firm, dedicating full-time hours to day-to-day operations. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, and spends minimal time on real estate referrals and writing books about investing.