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Credentials
Series 65
Experience Industry experience
4 years
Location
Delta, UT 84624
Cetera Planning Partners
Enterprise
Hunter Holt is a Series 65-licensed financial advisor with four years of industry experience, currently with Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners and Eide Bailly. Outside of his advisory work, Holt is a senior manager at 3H Inc., a CPA firm providing tax planning and bookkeeping services, and a partner in H & B Endeavors LLP. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax, bookkeeping, and estate-planning support within a diversified, client-specific investment approach.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Delta, UT
655 E Days Ave
Delta UT 84624
Advisors at this office
1
Utah
4 years of industry experience
Cetera Planning Partners
2026 - Present • 1 year
El Segundo, CA
Avantax Planning Partners, Inc.
2022 - 2026 • 4 years
El Segundo, CA
H & B Endeavors LLP
2020 - Present • 6 years
Beaver, UT
3H Inc.
2019 - Present • 7 years
Beaver, UT
Eide Bailly
2018 - 2018 • 1 year
Salt Lake City, UT
Southern Utah University
2014 - 2017 • 3 years
Cedar City, UT
Student
2011 - 2017 • 6 years
Cedar City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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