Adam Hunt is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Malvern, PA, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.
Fee Estimator
Location
Malvern, PA
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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 →Other Business Activities
Adam is a Director/Owner of EZTPA, LLC, a third-party administrator for 401(k) plans, since 2018. This requires significantly more than full-time hours, with 100% of his securities trading hours dedicated to it.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Ing Financial Advisers, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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