Updated November 20, 2023
Avatar

SFG Wealth Advisors, LLC

Investment Advisor Firm
Total assets under management$128M
Years in business3+

About SFG Wealth Advisors, LLC

SFG Wealth Advisors, LLC is a financial advisory company that caters to successful professionals and active retirees who lead busy lives and have limited time to manage their finances. These clients place great importance on hard work and want to ensure they have enough savings for a comfortable retirement while being prepared for unexpected financial circumstances. They also strongly desire not to become a burden to their children and aim to positively impact their family, community, church, and beyond.

Many individuals turn to SFG Wealth Advisors during significant life transitions, such as selling a business, changing jobs, or experiencing the loss of a spouse. These clients recognize the need for assistance navigating complex financial matters, consolidating various investments, and ensuring they are appropriately positioned to achieve their financial goals.

The company's owner, Bruce Snyder, emphasizes the importance of constructing a solid foundation that can weather any storms encountered along the way. SFG Wealth Advisors takes this philosophy seriously by creating customized plans, developing projections, assisting clients in organizing their investments, and guiding them step-by-step towards achieving peace of mind in knowing they are on track to reach their desired destination.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management
  4. Estate Planning

More about SFG Wealth Advisors, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3073683

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than SFG Wealth Advisors, LLC.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than SFG Wealth Advisors, LLC.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ