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Advisor

Albi Kacani

HFS Wealth Management · Dallas, Texas

Albi Kacani is a fee-only financial advisor at HFS Wealth Management in Dallas, Texas, who holds the CFP, CPA and CDFA credentials. Albi focuses on tax planning, estate & legacy planning and retirement planning. HFS Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPCPACDFA

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Specialties

Facts

FirmHFS Wealth Management
Based in Dallas, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.40B across 1,276 accounts
CredentialsCFP · CPA · CDFA
SEC registration Investment adviser representative in TX · CRD 6213477
Exams passedSeries 65 (2013)
Firm size24 employees
Disclosures None reported
Websitehfs-wm.com

How Albi's firm compares

  • HFS Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,276 accounts).

What fee-only advisors charge in Texas

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Questions about Albi

Is Albi Kacani a fee-only financial advisor?

Yes. Albi Kacani is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Albi's firm.

How does Albi charge for financial advice?

Albi's firm, HFS Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Albi Kacani based?

Albi Kacani is based in Dallas, Texas.

What does Albi specialize in?

Albi's specialties include tax planning, estate & legacy planning and retirement planning.

What credentials does Albi Kacani hold?

Albi Kacani holds the CFP, CPA and CDFA credentials.

Is Albi Kacani registered with the SEC?

Yes. Albi Kacani is registered as an investment adviser representative in TX (CRD 6213477), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does HFS Wealth Management manage?

HFS Wealth Management reports $1.40B across 1,276 accounts in assets under management.

How do I contact Albi Kacani?

Through Albi's website, hfs-wm.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Dallas

Other advisors in Texas who focus on tax planning

Where this information comes from

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