Jason Hiley is a CFP-designated registered investment advisor at Hiley Hunt Wealth Management, INC., based in Omaha, NE, with 21 years of industry experience. Jason 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, Financial Planning & Coaching, and 6 more. Their firm serves 265 clients with $290M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on the type of client, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management.
Fee Estimator
Contact
Jason Hiley
Location
9850 Nicholas Street, Suite 315, Omaha, NE, 68114
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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 →Employment History
Current Registrations
Hiley Hunt Wealth Management, INC.
Previous Registrations
Karstens Investment Counsel, INC.
Mccarthy Group Advisors, L.L.C.
State Registrations1 state
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
Additional Information
Jason Hiley is Partner and Co-Founder of Hiley Hunt Wealth Management, a fee-only registered investment advisor.