EH
CFP
EH
CFP
Edward Hughes
22 Years of Experience
Bethesda, MD
1 DisclosureBroker
Edward Hughes is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 22 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
7600 Wisconsin Ave 5th Fl, [Kw-Rbo], Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2013Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
April 2010 - Present · 16 yrs 3 mos
Wells Fargo Advisors
April 2010 - Present · 16 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2010 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2010 · 6 mos
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
January 2009 - October 2009 · 9 mos
Suntrust Investment Services, INC.
July 2006 - January 2009 · 2 yrs 6 mos
Suntrust Investment Services, INC.Broker
July 2005 - January 2009 · 3 yrs 6 mos
Westrock Advisors, INC.Broker
November 2004 - June 2005 · 7 mos
PFS Investments INC.Broker
August 2003 - July 2004 · 11 mos
State Registrations30 states
AZCACOCTDCDEFLGAIDILKSKYMAMDMEMIMOMTNCNJNMNVNYPASCTXVAWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.