Fee-only adviser · Littleton, CO
Hebert Investments
Hebert Investments is a fee-only investment adviser registered with the securities regulators of Colorado, Florida, with its main office in Littleton, Colorado. On its latest Form ADV, filed October 22, 2026, it reports $72M in regulatory assets under management, 88 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado, Florida |
|---|---|
| Firm CRD number | 106120 · SEC file 801-40896 |
| Office | 2679 W Main Street Ste 300-707 Littleton, CO 80120 |
| Phone | (303) 986-9110 |
| Website | www.hebertadvisory.com |
| Regulatory assets under management | $72M ($51M discretionary) |
| Individual clients | 68 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Subscription |
| Services | Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Littleton
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- Berenz Wealth Management, LLC $54M
- CDP Financial Group, LLC $100M
- BZ Wealth Advisors, LLC $26M
See all 11 fee-only advisers in Littleton →
Nearby
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