HFG Wealth Management is an independent Registered Investment Advisor that oversees the financial affairs of families, business owners, and affluent individuals.

HFG Wealth Management

Financial Planning Association is a membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process, self-described as a partner in planning by helping professionals realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Financial Planning Association

FSP Financial Services Professionals is a career development and networking organization founded by Black financial services practitioners. It offers a platform for diverse professionals in the financial services industry for networking and professional growth.

FSP Financial Services Professionals

National Association of Personal Financial Advisors is an organization that advocates for Fee-Only, fiduciary financial advisors and provides resources, education, and community support to its members. Self-described as a standard bearer for high professional and ethical standards.

Metric
Company Name	HFG Wealth Management	Financial Planning Association	FSP Financial Services Professionals	National Association of Personal Financial Advisors
Symbol
MSH ID	COM:HFGWM	ORG:FINANCIALPLANNINGASSOCIATION	ORG:FINANCIALSERVICESPROFESSIONALS	ORG:NAPFA
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services	Commercial & Professional Services	Commercial & Professional Services
Industry	Financial Advisory Services	Financial Services	Financial Services	Financial Services
Country	US	US	US	US
Stage
Employee Count		101
Website	hfgwm.com	financialplanningassociation.org	financialservicesprofessionals.org	napfa.org
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		18.03K
Web Traffic Growth		-0.65
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:HFGWM

HFG Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue