JH
JH

Joel Hughey

9 Years of Experience
Richmond, VA
1 DisclosureSells Insurance

Joel Hughey is a registered investment advisor at Ark Financial Strategies LLC, based in Richmond, VA, with 9 years of industry experience. Joel 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, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

Richmond, VA

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2024
Other Business ActivitiesSells Insurance

Joel is a board member at Community Christian Center, dedicating minimal time to administrative duties. Joel also plans to buy, sell, and rent real estate, spending a few hours per week on this activity. Joel is a licensed insurance agent and earns commissions for client referrals to SNUG, spending about 10-20% of his time on each of these activities.

Employment History
Current Registrations
Ark Financial Strategies LLC
May 2025 - Present · 1 yr
Previous Registrations
Eagle Strategies LLC
February 2022 - November 2024 · 2 yrs 9 mos
Nylife Securities LLCBroker
December 2015 - November 2024 · 8 yrs 11 mos
State Registrations1 state
VA
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.