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CFP
ZH
CFP

Zachary Hubbard

Sargent Investment Group
12 Years of Experience
Bethesda, MD
View SEC Summary
View SEC Summary

Zachary Hubbard is a CFP-designated registered investment advisor at Sargent Investment Group, based in Bethesda, MD, with 12 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 407 clients with $1.5B in assets under management.

Sargent Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
407 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum standard fee is 1%, though accounts with waived minimums may be charged up to 1.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4920 Elm Street, Suite 305, Bethesda, MD, 20814

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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 Activities

Zachary is a board member and committee member for the National Association of Personal Financial Advisors (NAPFA). This activity, which is not investment-related, takes minimal time.

Employment History
Current Registrations
Sargent Investment Group
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Greenspring Advisors, LLC
May 2020 - February 2025 · 4 yrs 9 mos
RBC Capital Markets, LLC
January 2016 - May 2020 · 4 yrs 4 mos
RBC Capital Markets, LLCBroker
January 2016 - May 2020 · 4 yrs 4 mos
AXA Advisors, LLCBroker
June 2015 - January 2016 · 7 mos
AXA Advisors, LLC
June 2015 - January 2016 · 7 mos
RBC Capital Markets, LLC
December 2014 - June 2015 · 6 mos
RBC Capital Markets, LLCBroker
September 2014 - June 2015 · 9 mos
State Registrations2 states
MDTX
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.
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