Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: HBKS Wealth Advisors’ brochure states the firm itself does not impose an account minimum; only unaffiliated sub-advisers or other advisors used within certain HBKS programs may set their own separate minimums or fees, which fall outside HBKS’s own disclosure.
The minimum, in the firm’s own words
“HBKS does not have any account minimum. However, other advisors or independent sub-advisers retained by the Firm may impose minimum account size requirements or minimal annual fees. Clients participating in these programs should consult the appropriate advisors’ disclosure documents for complete disclosure on such requirements and fees.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| HBKS advisory relationship | No firm-level minimum (sub-advisers may set their own) | Varies with account size | N/A, no firm minimum to waive |
| Source: Form ADV Part 2A, February 17, 2026 | |||
HBKS Wealth Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,875 |
| $500,000 | $13,750 |
| $1,000,000 | $27,500 |
| $2,000,000 | $55,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, HBKS Wealth Advisors’ own published fee schedule runs up to $13,750 a year (the published maximum); see the full dollar breakdown from HBKS Wealth Advisors’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Aldrich Wealth.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Source: WiserAdvisor’s service descriptionSources
- 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, quoting directly from HBKS Wealth Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; 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 ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.