Augustine Repetto
Augustine Repetto is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Conshohocken, PA, with 23 years of industry experience. Augustine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
101 W Elm St, Suite 350, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Augustine is a member of Wyndmoor Properties LLC (commercial real estate) and owner/principal of several rental properties (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty). Augustine also dedicates a few hours per week as an insurance agent for HBK Sorce Insurance LLC.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Locust Capital Management LLC
Walnut Street Securities, INC.
Comprehensive Investment Solutions, LLC
CPA Investment Solutions, LLC
Comprehensive Investment Solutions INC
State Registrations6 states
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