Andrew David Hunt
AH
CFP
Andrew David Hunt
AH
CFP

Andrew Hunt

16 Years of Experience
Omaha, NE

Andrew Hunt is a CFP-designated registered investment advisor at Hiley Hunt Wealth Management, INC., based in Omaha, NE, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 265 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
265 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$289.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Andrew David Hunt
AH
Andrew Hunt

Location

9850 Nicholas Street, Suite 315, Omaha, NE, 68114

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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

Andrew is a Director at DayCloud Studios, LLC, a marketing agency, since 2012. He spends a few hours per week providing strategic direction to the firm.

Employment History
Current Registrations
Hiley Hunt Wealth Management, INC.
March 2015 - Present · 11 yrs 1 mo
Previous Registrations
Guide Rock Capital Management, INC.
June 2009 - March 2015 · 5 yrs 9 mos
State Registrations2 states
NETX
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.
Additional Information

I am a Partner at Hiley Hunt Wealth Management, a fee-only registered investment advisor based in Omaha, Nebraska. Previously, I served in leadership at a Nebraska based, Federally Chartered Credit Union and served as the President of a Wealth Management firm which I founded.

Andrew David Hunt
AH
Contact
Andrew Hunt
Andrew Hunt - Financial Advisor | TrueAdvisor