# HFM Wealth Management

HFM Wealth Management is a Bank / Wealth / Trust based in West Hartford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Hartford, United States
- **Region:** North America
- **Address:** 65 LaSalle Rd Suite 307, West Hartford, CT 06107, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** hfmonline.com
- **LinkedIn:** https://www.linkedin.com/company/hfm-wealth-management

## Regulatory record

- **CRD number:** 105039
- **SEC file number:** 801-33701
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105039

## About

HFM Wealth Management is an SEC-registered investment adviser in West Hartford, CT, since 1989. The firm manages $700 million in assets, with $698 million on a discretionary basis. It has 10 employees and 6 investment advisers.

## Questions

### What is HFM Wealth Management's investment approach?

HFM uses a goals-based investing framework, tailoring portfolios to individual client objectives rather than tracking a benchmark. The firm says it accesses institutional-class investments and employs a multi-advisor review process that meets several times each month. Specific asset-allocation targets are not disclosed publicly.

### How does HFM's team-based model differ from a single-advisor practice?

Instead of assigning one advisor per client, HFM applies a committee-like structure where multiple professionals review each portfolio. The investment team convenes monthly to assess markets, while an operations group meets weekly to monitor client-specific situations. The firm argues this reduces key-person risk and broadens the expertise applied to every account.

### Is HFM a fiduciary, and what does that mean for clients?

HFM describes itself as a fee-only fiduciary, meaning it charges directly for advice rather than earning commissions on product sales. The firm states this structure aligns its recommendations with client interests. It does not disclose how it benchmarks the 'lower fees' it advertises for institutional-class investments.

### Who leads investment decisions at HFM Wealth Management?

The firm has not published a named CIO or senior investment-leadership roster. Its website references portfolio managers holding CFA, CFP, and CAIA credentials who operate under a collaborative oversight process, but it does not attribute decision-making authority to specific individuals.

## Related profiles

- [HFG Trust](https://altss.com/profile/hfg-trust)
- [HICO Investment Group](https://altss.com/profile/hico-investment-group)

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Last updated: 2026-06-03T20:00:00.000Z

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