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Hugh Hinson

Osaic Wealth, INC.
33 Years of Experience
Decatur, AL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Hugh Hinson is a registered investment advisor at Osaic Wealth, INC., based in Decatur, AL, with 33 years of industry experience. Hugh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

400 14th Street, Se, Suite A, Decatur, AL, 35601

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2006
Settled
Customer Dispute
February 2001
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Hugh is an owner/agent at Hinson Wealth Management Group, offering fixed annuities, indexed annuities, long-term care insurance, and traditional life insurance since 2015. This takes about 10-20% of his time.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr 9 mos
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
September 2006 - January 2025 · 18 yrs 4 mos
Osaic Fa, INC.Broker
February 1997 - January 2025 · 27 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
February 1997 - April 2006 · 9 yrs 2 mos
Eq Financial Consultants, INC.Broker
April 1993 - January 1997 · 3 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - January 1997 · 3 yrs 9 mos
State Registrations9 states
ALDEFLGAMSNCSCTXVA
AdvisorBrokerBoth

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.
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