Robert Hunt Financial, LLC

Fixed/Hourly

Robert Hunt Financial, LLC offers financial planning, investment advice, and education on a fee-for-service basis. Services include asset allocation and investment selection, primarily using low-cost index funds. The firm gathers client data to provide tailored recommendations, but clients are responsible for implementing the advice. Robert Hunt Financial does not participate in wrap fee programs.

Assets Under ManagementN/A
Clients125
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Basic Membership: Pay as you go service at $450/hour.
  • Select Membership: $995 one-time setup fee, $499 annual fee for 2 prepaid hours, and $250/hour after that.
  • Private Client Membership: $1,995 one-time setup fee, $999 annual fee for 5 prepaid hours, and $200/hour after that.
Annual Retainer:$499 - $999/year
Hourly Rate:$200 - $450/hr
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Location

1 Advisors at this firm

Robert Hunt Financial, LLC | TrueAdvisor