As seen in
Houston Five Star award winner

PROFESSIONAL PROFILE

Larry A. Harvey, ChFC®

Founder and CEO
HFG Wealth Management, LLC
1790 Hughes Landing Blvd., Ste. 350
The Woodlands, TX 77380
Office: 832-585-0110
larry@hfgwm.com
www.hfgwm.com

Professional Approach

Financial success is a journey, not a destination.

At HFG Wealth Management, we work with high-net-worth clients who seek more than just a portfolio of investments. They want to build a lasting partnership based on trust, they desire a plan that captures their entire financial picture, and they want to partner with a firm who can bring in a full array of expert specialists. As an independent advisory firm, we are not beholden to any brand or product. We research the market for practical solutions and then apply them according to our clients’ goals and needs.

HFG is a comprehensive, independent, fee-only wealth management and financial advisory firm serving clients nationwide. “We at HFG understand that major life events are often the catalyst that drive people to seek assistance managing, growing, and protecting their finances,” said founder and CEO Larry Harvey. “With over 30 years of experience, our team has helped individuals, families, and business owners in many unique situations navigate their financial future with our personalized financial life-planning process and concierge-quality advisory services.”

HFG is a Diversified Fund Advisor, lending our clients’ portfolios global investment opportunities that many other wealth management firms do not have access to. Our holistic approach aims to optimize our clients’ diverse finances and life plans to create a coordinated, efficient, and effective road map to financial security — giving them peace of mind.

HFG partners with some of Greater Houston’s top attorneys and CPA’s, with strong relationships in the community, HFG is able to collaborate with leading-edge individuals and companies to better serve our clients. Come discover the difference at HFG and start your plan today.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,992 Houston area wealth managers were considered for the award; 209 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.