DH
CFP
DH
CFP

Derek Hughes

11 Years of Experience
Marietta, GA

Derek Hughes is a CFP-designated registered investment advisor at Hughes & Company Investment Advisory, LLC, based in Marietta, GA, with 11 years of industry experience. Derek 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, Financial Planning & Coaching, and 4 more. Their firm serves 8 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$175K average
Assets Under Management
$1.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $800K0.70%
$800K - $1.5M0.65%
$1.5M - $2.0M0.60%
$2M+0.55%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Marietta, GA

Get directions

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.

Learn about disclosures →
Other Business Activities

Derek works as a supervisor of substation engineering at Georgia Transmission, Corp. This takes nearly full-time hours, including time during trading hours.

Employment History
Current Registrations
Hughes & Company Investment Advisory, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hughes & Company Investment Advisory, LLC
October 2014 - December 2023 · 9 yrs 2 mos
State Registrations1 state
GA
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.
Derek Hughes - Financial Advisor | TrueAdvisor