HW
HW

Hunter Wedel

3 Years of Experience

Hunter Wedel is a registered investment advisor at Atlatl Advisers, based in Madison, WI, with 3 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 234 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Atlatl Advisers offers wealth management services that include investment management. The maximum annual fee is 1.25% of your portfolio, but the actual fee can be lower depending on factors like the amount you invest, the complexity of your situation, and whether you also get financial planning. Additional fees may apply for specific investment strategies like the Systematic Equity Strategy or Digital Assets and Cryptocurrency Investment Services, and for assets held away at other institutions. Fees are charged monthly, in advance, based on the value of your portfolio.

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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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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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Employment History
Current Registrations
Atlatl Advisers
April 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
March 2021 - October 2022 · 1 yr 7 mos
Edward JonesBroker
February 2021 - October 2022 · 1 yr 8 mos
State Registrations1 state
WI
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.
Hunter Wedel - Financial Advisor | TrueAdvisor