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Cecile Elisabeth Hult

Advisor at Osaic Advisory Services, LLC — Vienna, VA Leesburg Pike

Updated today

Credentials

CFP®, Series 66

Experience

17 years

Location

Vienna, VA 22182

Osaic Advisory Services, LLC logo

Osaic Advisory Services, LLC

Enterprise

Total advisors

337

Across 159 offices

Clients per advisor

88 High

Avg AUM per client

$508,486 Typical

HNW client ratio

13% Typical

About

Cecile Hult is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. In addition to her advisory role, she is a partner managing a divorce financial planning team and serves as a speaker for seminars related to divorce financial issues. She also holds a position on the board of directors for a local swim and tennis club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, delivered through multiple program models with custody and execution primarily arranged through Schwab and Fidelity.

Client services

Based on Osaic Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Osaic Advisory Services, LLC

Annuities

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Fee options

Fixed

Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000

Percentage

$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)

Commissions

Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products

Project-based

Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services

Other

Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%

Location

See office

Vienna, VA Leesburg Pike

8045 Leesburg Pike, Suite 250

Vienna VA 22182

Advisors at this office

5

Most active in

Arizona · California · Colorado · Delaware · District of Columbia · Florida · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Mississippi · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virgin Islands · Virginia

Work history

17 years of industry experience

OSAIC

2024 - Present • 2 years

Vienna, VA

Triad Hybrid Solutions

2019 - Present • 7 years

Norcross, GA

Triad Advisors

2019 - 2024 • 5 years

Norcross, GA

Spire Investment Partners

2008 - 2019 • 11 years

McLean, VA

Disclosures

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

Business activities & affiliations

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Gerardo M

CFA®

Washington, DC

BLU Capital

Gerardo Martinez Y Carriles is a CFA® charterholder with one year of experience in financial advising. He is the sole advisor at BLU Capital and previously worked at Berlin Wealth Group Advisors and International Fintech Intelligence. BLU Capital serves institutional and individual clients, including foundations, pension plans, and small businesses. The firm uses a combination of fundamental research, quantitative modeling, factor-based strategies, and ESG screening, and offers services such as portfolio management, financial planning, and consultant selection.

ESG / Sustainable investing Private / alternative investments Factor investing / smart beta Charitable giving & philanthropy General estate planning guidance

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Inheritance planning Multi-generational wealth transfer Inherited wealth Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)

Alvin C

CFP®, CFA®

Arlington, VA

District Capital Management, LLC

Hi, I'm Alvin, I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating. Life in your 30s and 40s can be overwhelming. You may be balancing multiple high-stress jobs, managing a mortgage, paying off student loans, trying to save for your child’s education, and perhaps even starting a new business. With all these demands, it’s tough to find the time—let alone the desire—to dive into the complexities of investments, taxes, retirement planning, and which accounts to use to optimize your finances. Your focus should be on what you love, not deciphering financial jargon. That’s where I come in. I’m here to help you maximize your finances so you can retire by 55 and live the life you’ve always envisioned. As a CERTIFIED FINANCIAL PLANNER™ and CFA® charterholder, my approach goes beyond just providing a financial plan; I partner with my clients through life’s ups and downs, offering personalized guidance and unwavering support. I’m an active member of the XY Planning Network, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). My insights have been featured in leading publications such as The New York Times, Forbes, Business Insider, Time, and Yahoo! Finance. I also hold an MA in International Relations from Johns Hopkins University. I also serve as Coaching Chair for Entrepreneurly, a non-profit supporting small business owners in DC. In my free time, I enjoy hiking, swing dancing, and playing pickleball. Learn more here: https://districtcapitalmanagement.com/ * "Washington, D.C.'s Best Financial Advisors" -- Washingtonian Magazine * “Top Financial Planners In Washington, D.C.” - Expertise.com * “Best Financial Planners For Millennials” - Millennial Money * Washington Parent Picks Winner - Washington Parent * Diversity Scholarship Winner - FPA

General retirement planning Income planning Debt management Wealth management Mid-Career Professionals Married/Couples/Partners Women Professionals Gen Y/Millennials (Born 1980-1995)
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Ben A

Series 66

North Bethesda, MD

Independent Financial Group, LLC

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has two years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life and health insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Simeon E

Series 66, Series 7, TPCP®

North Bethesda, MD

LPL Enterprise

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Retirement income strategy Tax-loss harvesting General retirement planning General tax planning Wealth management Self-Employed Founder/Business Owner Approaching retirement Retired
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

General tax planning
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