# HFM Investment Advisors, LLC

> HFM Investment Advisors, LLC is an SEC-registered investment advisory firm in Glassboro, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289103
- Filed as: HFM INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glassboro, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289103
- AdvisorCensus page: https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103

## Quick answers

**How is HFM Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HFM Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does HFM Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $500 to $900 (financial planning services); Hourly rate: $150 an hour (services rendered based on an hourly rate). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is HFM Investment Advisors, LLC located?**
HFM Investment Advisors, LLC's principal office is in Glassboro, NJ, according to its Form ADV.

**Is HFM Investment Advisors, LLC registered with the SEC or a state?**
HFM Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289103.

**How much does HFM Investment Advisors, LLC manage?**
HFM Investment Advisors, LLC reports $404,097,894 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have HFM Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for HFM Investment Advisors, LLC: Regulatory assets under management: $148,349,165 in the October 2021 data and $404,097,894 in the October 2026 data, up 172%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HFM Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (450); high net worth individuals (82); pension and profit sharing plans (but not the plan participants or government pension plans) (45).

**Which custodians does HFM Investment Advisors, LLC use?**
HFM Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does HFM Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289103

**What changed in HFM Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $329,327,274 to $404,097,894 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $500 to $900 (financial planning services)

> The Firm offers financial planning services on a fixed fee basis. The fixed fee will be agreed upon prior to the commencement of any work and generally ranges between $500 and $900.

- Hourly rate: $150 an hour (services rendered based on an hourly rate)

> In the event of early termination, clients will be billed for services rendered based on an hourly rate of $150.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,097,894
- Discretionary: $404,097,894
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 450 | $105,335,060 |
| High net worth individuals | 82 | $168,998,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 45 | $129,285,834 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $479,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DE, FL, NJ, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hfmadvisors.com](https://hfmadvisors.com)
- [hfmignite.com](https://hfmignite.com)
- Facebook @HFMIA
- Instagram @hfmadvisors
- LinkedIn @JASONGABRIELI
- LinkedIn @MICHAELPALLOZZIHFM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $148,349,165 | 4 | May 21, 2021 |
| October 2022 | $183,278,697 | 5 | July 29, 2022 |
| October 2023 | $183,558,511 | 5 | March 14, 2023 |
| October 2024 | $261,201,083 | 5 | March 15, 2024 |
| October 2025 | $329,327,274 | 5 | May 1, 2025 |
| October 2026 | $404,097,894 | 5 | March 31, 2026 |

Regulatory assets under management: $148,349,165 in the October 2021 data and $404,097,894 in the October 2026 data, up 172%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $329,327,274 to $404,097,894 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HFM Investment Advisors, LLC (CRD 289103): Form ADV filing data as of October 2026.