David Hunt is a registered investment advisor at Hunt Wealth Management, based in Concord, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hunt Wealth Management's fees are based on a percentage of the value of your portfolio and are negotiated with each client. Fees are deducted quarterly from your account. You may be able to find lower fees for similar services elsewhere.
Location
1001 Galaxy Way, Ste 203, Concord, CA, 94520
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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
Hunt Wealth Management
Previous Registrations
Sowell Management Services
Sowell Management Services
Concert Wealth Management
Citigroup Global Markets INC.
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.