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Updated September 23, 2026. Quick answer: Yes, on every account. Homrich Berg is registered with the SEC only as an investment adviser (it is not a broker-dealer), so the Investment Advisers Act of 1940 requires it to act as your fiduciary. Its own Form CRS states: “When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
How it’s registered
From HB Wealth Management, LLC (Homrich Berg) Form CRS (January 15, 2025): “HB Wealth Management, LLC (“HB Wealth” or “HB”) is registered as an Investment Adviser with the U.S. Securities & Exchange Commission (“SEC”).”
Homrich Berg’s SEC registration (CRD 108189) was terminated in November 2021 when the firm re-registered under a new CRD the same week; the current, active registrant is HB Wealth Management, LLC (CRD 316731), doing business as Homrich Berg / HB Wealth, at the same Atlanta address. This page cites the current CRD.
The standard of conduct, in its own words
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “We do not charge commissions, performance-based fees, or hourly fees.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: $12,500 a year, 2.50% on a $500,000 account) | HB Wealth Management, LLC (Homrich Berg) Form CRS, January 15, 2025 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Homrich Berg discloses a published fee that runs $12,500 a year on a $500,000 account; see the full dollar breakdown from Homrich Berg’s own fee disclosure before deciding whether the standard of conduct here changes your answer.
If the answer above changes your mind about staying, read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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Source: WiserAdvisor’s service descriptionSources
- HB Wealth Management, LLC (Homrich Berg) Form CRS (January 15, 2025): https://reports.adviserinfo.sec.gov/crs/crs_316731.pdf
- SEC Investment Adviser Public Disclosure, HB Wealth Management, LLC (CRD #316731): https://adviserinfo.sec.gov/firm/summary/316731
- HB Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/316731/PDF/316731.pdf
Methodology. This page was built September 23, 2026, quoting directly from Homrich Berg’s own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Homrich Berg’s minimum investment, straight from its own Form ADV Part 2A brochure.
Weighing whether to move ahead? Read the full Homrich Berg review, including its fiduciary status and what it costs to leave.
Comparing Homrich Berg against other options? See Homrich Berg alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
How does this compare? See how 127 advisory firms are registered, from each firm’s own SEC record.
Already with HomrichBerg and weighing a move? How to leave HomrichBerg covers what it costs to transfer out.