Jacob Guinn
Jacob Guinn is a registered investment advisor at Hfg Wealth Management, LLC, based in The Woodlands, TX, with 24 years of industry experience. Jacob 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 1 more. Their firm serves 435 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFG Wealth Management charges a fee based on the value of your investments and the complexity of your financial situation. The fee varies between 0.5% and 2.0%. Accounts in the same household are usually combined for billing. HFG generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable.
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Jacob works as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Hfg Wealth Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
Capital Brokerage CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.