TrueAdvisor
TrueAdvisor
CH
ChFC
CH
ChFC

Calvin Hunt

Sugar Creek Consulting
50 Years of Experience
Sugar Land, TX
View SEC Summary
View SEC Summary

Calvin Hunt is a ChFC-designated registered investment advisor at Sugar Creek Consulting, based in Sugar Land, TX, with 50 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more.

Sugar Creek Consulting
Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Sugar Creek Consulting receives a 0.50% referral fee, while the third-party investment manager (Ascension Capital Advisors) charges 1.00%, resulting in a total combined fee of 1.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12946 Dairy Ashford Rd., Ste #430, Sugar Land, TX, 77478

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Calvin provides business coaching for entrepreneurs, receiving monthly fees and participating in annual goal setting. This activity is not investment-related.

Employment History
Current Registrations
Sugar Creek Consulting
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
March 2015 - December 2018 · 3 yrs 9 mos
Northwestern Mutual Investment Services,llc
April 2008 - March 2015 · 6 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
January 2008 - March 2015 · 7 yrs 2 mos
Royal Alliance Associates, INC.Broker
July 2007 - December 2007 · 5 mos
United Securities Alliance, INC.Broker
October 2005 - February 2006 · 4 mos
United Securities Alliance, INC.
October 2005 - February 2006 · 4 mos
Walnut Street Securities, INC.Broker
August 2003 - March 2005 · 1 yr 7 mos
Walnut Street Securities, INC.
August 2003 - March 2005 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2000 - June 2004 · 3 yrs 8 mos
Nathan & Lewis Securities, INC.
August 1998 - August 2003 · 5 yrs
Nathan & Lewis Securities, INC.Broker
August 1998 - August 2003 · 5 yrs
W. S. Griffith & CO., INC.Broker
October 1993 - July 1998 · 4 yrs 9 mos
Mony Securities CORP.Broker
May 1991 - November 1993 · 2 yrs 6 mos
G. R. Phelps & CO., INC.Broker
May 1988 - July 1991 · 3 yrs 2 mos
Philadelphia Life Asset Planning CompanyBroker
May 1982 - June 1988 · 6 yrs 1 mo
Integrated Resources Equity CorporationBroker
April 1982 - July 1988 · 6 yrs 3 mos
Connecticut Mutual Life Insurance CompanyBroker
December 1979 - March 1982 · 2 yrs 3 mos
Mony Sales, INC.Broker
October 1973 - October 1979 · 6 yrs
The Mutual Life Insurance Company of New YorkBroker
October 1973 - October 1979 · 6 yrs
State Registrations1 state
TX
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.
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