# Hfg Advisors, Inc.
Source: https://planprovider.pro/provider/hfg-advisors-inc

> Founded in 1987, HFG Advisors, Inc. works with plan sponsors and individuals who want clear, practical planning and fiduciary support. The firm is a register…

Retirement Plan Advisor

Kalamazoo, MI

## About Hfg Advisors, Inc.

<p>Founded in 1987, HFG Advisors, Inc. works with plan sponsors and individuals who want clear, practical planning and fiduciary support. The firm is a registered investment advisor with headquarters in Kalamazoo in Southwest Michigan, plus an office in Greenwood Village in the Denver metro area.</p>

<p>For retirement plans, HFG Advisors provides <a href="/retirement-plans">retirement plan providers</a> services as a 3(21) fiduciary advisor and as a 3(38) investment manager. This gives plan sponsors options, from shared fiduciary responsibility to full investment discretion.</p>

<p>On the wealth and planning side, the firm builds financial plans in modules so clients can focus on what matters most, then expand over time. Plans address day-to-day financial position, investment planning, risk management, tax planning, retirement planning, and estate planning.</p>

<p>HFG Advisors also works with outside professionals when needed so clients can coordinate decisions across accounting, legal, and insurance needs. The firm reports $0.1B in AUM as of 2026.</p>

<ul>
<li>3(21) fiduciary support for employer plans</li>
<li>3(38) discretionary investment management</li>
<li>Modular financial planning built around client priorities</li>
<li>Planning for retirement, taxes, risk, and estates</li>
<li>Offices in Southwest Michigan and the Denver metro</li>
</ul>

Website: [https://hfgcolorado.com/](https://hfgcolorado.com/)

Founded: 1987

## Office Locations

- Kalamazoo, MI (Headquarters)

- Greenwood Village, CO

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $126.0M

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