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How does the advisor help clients – Key Takeaways:

The Herbst Group, LLC is a financial services firm that prides itself on providing expert financial advice to clients. The team at The Herbst Group, led by CEO John Herbst, strives to offer personalized and comprehensive financial solutions to help clients achieve their financial goals. Here are the key takeaways of how The Herbst Group helps its clients:

  • Offers expert financial advice
  • Provides personalized and comprehensive financial solutions
  • Helps clients achieve their financial goals
  • Led by CEO John Herbst

Facts and Insights

The Herbst Group, LLC has been in business for over 20 years, serving a diverse range of clients with its financial expertise. It is headquartered in New York City and has established itself as a trusted partner for individuals and businesses seeking financial guidance. The firm is known for delivering transparent and unbiased financial solutions to its clients to help them navigate their financial journeys.

Assets Under Management, Number of Advisors, and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 15 20+ years

Financial Services Offered

The Herbst Group, LLC offers a wide range of financial services to its clients, including:

  • Investment management
  • Tax planning and preparation
  • Estate planning
  • Retirement planning
  • Insurance services
  • College planning
  • Debt management
  • Cash flow analysis

Client Types

The Herbst Group, LLC serves a diverse range of clients, including:

  • Individuals
  • Families
  • Small businesses
  • Non-profit organizations
  • Retirees
  • Celebrities and high-net-worth individuals

Fees & Compensation

The Herbst Group, LLC operates on a fee-based compensation structure. This means that clients pay a percentage of their assets under management to the firm for its financial services. The exact fee percentage may vary depending on the complexity of the client’s financial situation.


The Herbst Group, LLC was founded in 1999 by John Herbst, a seasoned financial advisor with over 25 years of experience in the industry. Herbst’s vision was to create a financial services firm that prioritizes the needs and goals of its clients above all else. Today, The Herbst Group continues to be a leader in the financial industry and is known for its client-centric approach.

Financial Advisor Disclosures to Know

As a financial advisor, The Herbst Group, LLC is held to strict ethical standards and is required to disclose any potential conflicts of interest with its clients. The firm operates with transparency and is committed to providing unbiased financial advice to its clients. Moreover, The Herbst Group does not have any past disciplinary disclosures, ensuring its clients can trust in the firm’s integrity and experience.

Company Information

Main Office

Mail Office

Other Information

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