Brian Hughes is a CFP-designated registered investment advisor at Hughes Financial Group, LLC, based in Perrysburg, OH, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 39 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 0.75% |
Investment management fees are negotiable. Clients also pay a one-time set-up fee ranging from $50 to $150 per hour, which may be waived.
Fee Estimator
Location
7015 Lighthouse Way, Suite 500, Perrysburg, OH, 43551
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hughes Financial Group, LLC
Previous Registrations
Parlan Financial CORP
State Registrations1 state
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