Ethan Hundley
Ethan Hundley is a registered investment advisor at Osaic Wealth, INC., based in Chester, NJ, with 28 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1 Mill Ridge Lane, Suite 201A, Chester, NJ, 07930
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Regulatory History (1)
Financial
November 2018Other Business ActivitiesSells Insurance
Ethan is involved in several business activities, including sales of health and wellness products, insurance sales (life, health, disability, fixed), and tax/accounting services. He also serves as Chief Tax and Accounting Officer for Hundley Burn LLC and is the Treasurer for the NJ Chapter of the National Association of Tax Professionals, and President of Small Business Wellness Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations5 states
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.