Preston Eder
HFG Trust · Kennewick, Washington
Preston Eder is a fee-only financial advisor at HFG Trust in Kennewick, Washington. Preston focuses on tax planning, estate & legacy planning and small business owners. HFG Trust reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Ultra high net worth
Facts
| Firm | HFG Trust |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $113.4M across 362 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7623607 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | hfgtrust.com |
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Questions about Preston
Is Preston Eder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Preston holds no broker registration, and HFG Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Preston charge for financial advice?
Preston's firm, HFG Trust, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Preston Eder based?
Preston Eder is based in Kennewick, Washington.
What does Preston specialize in?
Preston's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Preston works with early-career professionals, multi-generational families, pre-retirees and ultra high net worth.
Is Preston Eder registered with the SEC?
Yes. Preston Eder is registered as an investment adviser representative in WA (CRD 7623607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFG Trust manage?
HFG Trust reports $113.4M across 362 accounts in assets under management.
How do I contact Preston Eder?
Through Preston's website, hfgtrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HFG Trust website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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