CH
CFP
CH
CFP

Cecile Hult

17 Years of Experience
Atlanta, GA
BrokerSells Insurance

Cecile Hult is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 17 years of industry experience. Cecile operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cecile works as an advisor at Argent Bridge Advisors full-time and dedicates a few hours per week as an insurance agent recommending and writing life, long-term care, and disability insurance. She also spends about 10-20% of her time as a partner at Argent Bridge 2 Divorce managing the divorce financial planning team.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 9 mos
Osaic Advisory Services, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Triad Advisors LLCBroker
May 2019 - August 2024 · 5 yrs 3 mos
Spire Wealth Management, LLC
June 2009 - May 2019 · 9 yrs 11 mos
Spire Securities, LLCBroker
December 2008 - May 2019 · 10 yrs 5 mos
State Registrations27 states
AZCACODCDEFLGAILINLAMAMDMIMOMSNCNHNJNMNYOHPASCTXUTVAVirgin Islands
AdvisorBrokerBoth

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.