How do we get started as a client?

Our process for potential new clients is to have a no-obligation introductory discussion. This can be over the phone, virtual, or in-person. You can call us, email us, or hit the Get In Touch button on our website to schedule a consultation. Our goal during this meeting is to better understand your situation, while also allowing you to learn more about us and how we work with clients. We are not right for everyone, so we hope to determine if we are a fit for each other prior to moving forward. If we both agree to work together and can identify the most appropriate service for your needs, we will then move through our new client onboarding process.

What are your fees?

Our fees differ based on the service provided. For example, For HGA Plan, we either charge an hourly fee of $300 per hour, or a minimum monthly retainer fee of $300. For HGA Wealth, we charge an Assets Under Management Fee (AUM), which is a fee typically deducted from your investment account. The minimum fee for Wealth Management Services is $6,250 per year. For more information on our fees, please see our brochure.

What Services do you provide?

Hobbs Group Advisors offers the following services:

  1. HGA Plan: Financial planning billed on an hourly basis or as a monthly retainer fee. This service is good for people that are interested in some help solving a particular issue (retirement income), or for growing families with a high income who wish to have continuous advice on growing and protecting their net worth.
  2. HGA Wealth: Wealth Management services, which includes continuous financial planning and tax-smart investment management. This service is appropriate for pre-retirees, business owners, and professional service providers.
  3. HGA Institutional: Retirement Plan Consulting and Institutional Asset Management services are offered to businesses and non-profit organizations.
  4. HGA Protect: HGA offers insurance services to both individuals and businesses. These services are typically provided to clients that engage HGA for one or more services above. Insurance offered includes but is not limited to Life Insurance, Disability Insurance, Long-Term Care Insurance, Employee Benefit Plans, and Individual Medical Insurance.