Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: HBKS Wealth Advisors discloses a maximum, individually negotiated rate of 2.75% in its Form ADV Part 2A (February 17, 2026). Converted to dollars, that runs $13,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (February 17, 2026): “the HBKS fee shall not exceed 2.75% of assets under management.”
Note: CRD 112139 is ACTIVE and SEC-registered (effective 7/19/2001), confirmed live via IAPD on 2026-09-28. The brochure dated February 17, 2026 states $7,173,564,957 discretionary plus $488,374,917 non-discretionary regulatory AUM as of August 31, 2025, a combined $7,661,939,874 (about $7.7 billion). HBKS states it does not have any account minimum, and no dollar minimum annual fee is disclosed for the core investment management fee.
The published maximum: 2.75% per year (Where HBKS retains sub-advisors, overlay managers, or other third-party service providers, those parties charge additional fees that are separate from and in addition to the HBKS management fee; the brochure gives no numeric range for this add-on.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,875 | 2.75% |
| $500,000 | $13,750 | 2.75% |
| $1,000,000 | $27,500 | 2.75% |
| $2,000,000 | $55,000 | 2.75% |
HBKS’s Item 5 discloses a single stated ceiling: the firm’s fee shall not exceed 2.75% of assets under management, so the figures below price a new client at that maximum; no minimum fee applies to raise it.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, HBKS Wealth Advisors’s own published maximum rate runs up to $13,750 a year.
Comparing HBKS Wealth Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (February 17, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009553
- SEC Investment Adviser Public Disclosure, HBK Sorce Advisory LLC (CRD #112139): https://adviserinfo.sec.gov/firm/summary/112139
- HBK Sorce Advisory LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/112139/PDF/112139.pdf
Methodology. This page was built September 28, 2026, drawing on HBKS Wealth Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure 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. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving HBKS Wealth Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Is HBKS Wealth Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See HBKS Wealth Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing HBKS Wealth Advisors against other options? See HBKS Wealth Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.