HockeyWealth.wikiA sourced reference on a financial planning firm for hockey players and families

Frequently asked questions

From HockeyWealth.wiki, a sourced reference on The Hockey Wealth Group, serving current and retired professional hockey players and their families

By the HockeyWealth Wiki editorial team · Published · Last updated

Short answer: Most questions about the firm are answered on its own pages and SEC records, summarized here with sources. The questions below link to the full articles.

Disclosure: HockeyWealth.wiki is a reference compiled from public pages and records about The Hockey Wealth Group. It is not the official website of the firm and is not written or reviewed by the firm or any regulator. Statements the firm makes about itself, its people and its services are attributed to the firm. This page is general information, not financial, investment, tax or legal advice, and it is not an offer or solicitation to buy or sell any security or service. Investing involves risk, including loss of principal. Pension, tax and cross-border rules change and depend on each person’s facts. See the editorial policy.

Is this the official website of the firm?

No. The official website is hockeywealth.com.

Who does the firm say it serves?

Current and retired professional hockey players and their families, in the United States and Canada.[1][2]

Where is The Hockey Wealth Group?

235 Magrath Darby Boulevard, Suite 150, Mount Pleasant, SC 29464.[3][4]

What phone number does the firm list?

The website lists 854-444-0445; the Form ADV brochure lists 843-830-6568. Confirm with the firm.[3][5]

Is the firm SEC-registered?

The SEC database lists the registered adviser that does business as The Hockey Wealth Group as an active SEC-registered investment adviser, CRD 170307.[4][6]

When was the firm founded?

The website says 2014; the Form ADV brochure says founded in 2012 and registered as an investment adviser in 2014.[7][5]

What fees does the firm disclose?

See the fees and Form ADV page: maximum asset management fees from 1.50% down to 0.60%, per its brochure.[5]

Is this financial advice?

No. This wiki is general information and does not say how any plan or investment will turn out. See the editorial policy.

See also

References

  1. ^ Home page. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
  2. ^ Schedule a Call. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
  3. ^ a b Contact Us. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
  4. ^ a b Adviser firm summary, CRD 170307. U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  5. ^ a b c Form ADV Part 2A and 2B disclosure brochure, dated August 29, 2025. The registered adviser, via U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  6. ^ Important Notices. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
  7. ^ The Hockey Wealth Group Difference. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.