Hbks Wealth Advisors
Erie, PA·SEC-registered · CRD #112139
Hbks Wealth Advisors is an SEC-registered investment advisory firm in Erie, PA managing $7.7B across 22k client accounts, with 73 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.7B
Client accounts
22k
Advisory staff
73
Fee model
Fee-based
How Hbks Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Hbks Wealth Advisors
How much does Hbks Wealth Advisors manage?
Per its most recent SEC Form ADV filing (02/17/2026), Hbks Wealth Advisors reports $7.7B in regulatory assets under management across roughly 22k client accounts.
How does Hbks Wealth Advisors charge?
Hbks Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hbks Wealth Advisors a fiduciary?
Yes. Hbks Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #112139), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hbks Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hbks Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Erie, PA
Profile compiled from Hbks Wealth Advisors's public SEC Form ADV filing (CRD #112139, filed 02/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hbks Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hbks Wealth Advisors? Claim this profile.