RH
CFP
RH
CFP

Ridgely Hunt

22 Years of Experience
Wauconda, IL

Ridgely Hunt is a CFP-designated registered investment advisor at Alight Financial Advisors, LLC, based in Wauconda, IL, with 22 years of industry experience. Ridgely operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
195,957 clients
Average Client Portfolio
$179K average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wauconda, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ridgely owns a sole proprietorship called Chancellor Livingston Trust for trading personal investment accounts. He does not receive a salary or manage investments for others, and this activity is pursued entirely on his own time.

Employment History
Current Registrations
Alight Financial Advisors, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - March 2020 · 2 yrs
Eagle Strategies LLC
December 2016 - February 2018 · 1 yr 2 mos
Nylife Securities LLCBroker
December 2016 - February 2018 · 1 yr 2 mos
Allstate Financial Advisors, LLC
August 2012 - December 2013 · 1 yr 4 mos
Allstate Financial Services, LLCBroker
August 2012 - December 2013 · 1 yr 4 mos
New England Securities Corporation
October 2004 - August 2012 · 7 yrs 10 mos
New England SecuritiesBroker
September 2004 - August 2012 · 7 yrs 11 mos
Harrisdirect LLC
September 2003 - July 2004 · 10 mos
Harrisdirect LLCBroker
September 2003 - July 2004 · 10 mos
Charles Schwab & CO., INC.
March 2001 - September 2003 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
October 2000 - September 2003 · 2 yrs 11 mos
H&r Block Financial Advisors, INC.Broker
July 1997 - September 2000 · 3 yrs 2 mos
State Registrations2 states
ILNC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.