Broker Check

Strategic Relationships

HF3 Wealth Partners is proud to be an independent and boutique firm, but that does mean we are all alone. Our job at HF3 is to give you simply, great advice for the many financial complexities and uncertainties that arise so that you can focus on the more meaningful parts of life. In order to deliver on that commitment, we've brought on two strategic partners who give us the support and resources necessary to make your experience exceptional.

Fidelity Institutional®

Fidelity Institutional(r) provides safe custody of your assets. In simpler terms, this is where your money and investments are held. With more than 70 years of financial management experience and $10.5 trillion in client assets, Fidelity Institutional(r) gives our clients a well-known industry leader as part of the HF3 relationship. Of particular note, accounts held with Fidelity Institutional receive Securities Investor Protection Corporation (SIPC) coverage*. Fidelity also provides a suite of banking services, such as check writing ability and money market accounts, as well as 24/7 online access to your account.

Kestra Financial

Kestra Financial**, the parent company of Kestra Private Wealth Services and Kestra Investment Services, provides a wide range of ongoing support and consulting services to HF3. Of particular note, Kestra Financial oversees our compliance and gives us a best-in-class technology platform. These key functions allow us to solely focus on your needs.

*Securities in accounts are protected in accordance with the SIPC up to $500,000 (including cash claims limited to $250,000).
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**Kestra Financial Inc. is the parent company of Kestra Investment Services, LLC (Kestra IS) member FINRA/SIPC and of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS), and Kestra Institutional Services, LLC. HF3 Wealth Partners is not affiliated with Kestra IS, Kestra AS, or Kestra Institutional Services, LLC.

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