user avatar

Andrew Christopher Hunt

Advisor at McElhenny Sheffield Capital Management, LLC — Dallas, TX

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

18 years

Location

Dallas, TX 75209

McElhenny Sheffield Capital Management, LLC logo

McElhenny Sheffield Capital Management, LLC

Team

Total advisors

7

Clients per advisor

108 Very High

Avg AUM per client

$668,375 Low

HNW client ratio

13% Low

About

Andrew Hunt is a CFP® with 18 years of experience in the financial services industry. He is currently with McElhenny Sheffield Capital Management, LLC, where he has worked since 2024, and previously held roles at firms including Monumental, Worth Asset Management, and Fisher Investments. Outside of his advisory duties, he operates as an independent Medicare insurance agent. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm employs a rules-based investment process focused on tactical ETF strategies driven by proprietary quantitative models, and it serves as a sub-adviser to other advisers and an actively managed ETF.

Client services

Based on McElhenny Sheffield Capital Management, LLC

Financial planning Portfolio management

Expertise

Based on McElhenny Sheffield Capital Management, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees generally up to $5,000

Percentage

Up to 2% per annum, negotiable

Project-based

Approximately $250 per hour for financial planning services

Performance-based

Up to 20% quarterly fee on net profits for certain Qualified Clients in the Trend X strategy, subject to high-water mark, negotiable

Other

Fee-only: Financial planning offered on fixed-fee basis up to $5,000 or hourly basis approx. $250/hour, negotiable

Location

Dallas, TX

4701 W. Lovers Lane

Dallas TX 75209

Advisors at this office

7

Most active in

Texas

Work history

18 years of industry experience

McElhenny Sheffield Capital Management, LLC

2024 - Present • 2 years

Dallas, TX

Monumental, LLC

2023 - 2024 • 1 year

Austin, TX

Worth Asset Management

2023 - 2024 • 1 year

Dallas, TX

Unemployed

2023 - 2023 • 1 year

Dallas, TX

EP Wealth Advisors, LLC.

2022 - 2023 • 1 year

Torrance, CA

Fisher Investments

2022 - 2022 • 1 year

Plano, TX

Polaris Wealth Advisory Group

2019 - 2021 • 2 years

Dallas, TX

Beacon Pointe Wealth Advisors, LLC

2018 - 2019 • 1 year

Plano, TX

Beacon Pointe Advisors, LLC

2018 - 2019 • 1 year

Plano, TX

Beacon Pointe Insurance Services, LLC

2018 - 2019 • 1 year

Plano, TX

McElhenny Sheffield Capital Management, LLC

2015 - 2018 • 3 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 66, and 65 licenses and with 17 years of industry experience. He has worked at Fusion Capital Management since 2020 and operates Wessels Financial Services independently. His other business activities include life and annuity insurance sales. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, offering discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charities, and business entities. The firm employs an open-architecture investment platform using internally and externally developed asset allocation models and a wide range of investment tools, with continuous monitoring and periodic rebalancing.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals

Phil O

CFP®, CPWA®, ChFC®, RICP®, EA

Dallas, TX

Fair Asset Management, LLC

I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

General tax planning General retirement planning Income planning
user avatar

Jian K

Series 65

Dallas, TX

Amerina International Capital Management LLC

Jian Kong is a financial advisor at Amerina International Capital Management LLC in Dallas, TX, with 13 years of industry experience. He holds a Series 65 designation and has been with Amerina since 2012, also working at Alphabetwise Capital LLC since 2022. Kong serves as the managing member of Amerina, overseeing daily operations and investment management. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary authority to execute transactions on behalf of clients.

Passive / index investing Real estate investing
user avatar

Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
user avatar

David W

Series 63, Series 65

Dallas, TX

Uniplan Financial Investments Inc.

David Weber is the sole advisor at Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been affiliated with Uniplan Financial Investments since 2013 and has a long-standing career dating back to 1986 through his ownership and presidency of Uniplan Financial Services, Inc. Outside of his advisory role, Weber serves as treasurer for the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting services primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice through documented investment objectives and ongoing support but does not exercise discretionary trading authority or custody client assets.

General retirement planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")