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EH
EH

Eddie Joseph Hebert

Strategic Financial Concepts, LLC
36 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment Management
Strategic Financial Concepts, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,290 clients
Average Client Portfolio
$306K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1M+1.50%

Fees may be negotiable based on individual Client circumstances and the scope of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

115 Kohlers Crossing, #305, Kyle, TX, 78640

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2003
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Financial Concepts, LLC
February 2025 - Present · 1 yr
LPL Financial LLCBroker
September 2008 - Present · 17 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2008 - April 2025 · 16 yrs 7 mos
Investment Advisors
January 2004 - October 2008 · 4 yrs 9 mos
Proequities, INC.Broker
December 2003 - October 2008 · 4 yrs 10 mos
State Farm Vp Management CORP.Broker
August 2001 - August 2003 · 2 yrs
Pruco Securities CorporationBroker
December 1988 - May 2001 · 12 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
December 1988 - December 1993 · 5 yrs
State Registrations3 states
CALATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eddie Joseph Hebert - Financial Advisor | TrueAdvisor