Daniel Hughes is a CFP-designated registered investment advisor at Hughes Financial Services, LLC, based in Herndon, VA, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 840 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
In special circumstances, Hughes Financial Services may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Location
2201 Cooperative Way, Suite 150, Herndon, VA, 20171
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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 →Other Business Activities
Daniel is a limited partner with less than 1% ownership in Odd Squad LLC, which owns Eventide Restaurant in Arlington, VA.
Employment History
Current Registrations
Hughes Financial Services, LLC
Previous Registrations
Wfg Advisors, LP
VALIC Financial Advisors, INC.
State Registrations2 states
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.