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Joel Milton Hunter

Advisor at Focus Partners Wealth, LLC — Powell, OH

Updated today

Credentials

CFP®, Series 63

Experience

8 years

Location

Powell, OH

Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Total advisors

1,035

Across 255 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Joel Hunter is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Trinity Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Focus Partners Wealth, LLC

Founder/Business Owner Dentist Executive Retired

Demographic focus

Based on Focus Partners Wealth, LLC

Established Professionals

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Fee options

Fixed

Aging Life Care Planning $1,500 plus $250 per hour for additional meetings; Practice Integrated Wealth Management generally $150 to $825 per month; Family budget services typically $3,000 to $6,000 per month; Business Solutions $5,000 to $50,000 typically

Percentage

$0+: Up to 1.25% $0+: Up to 0.80% for non-sponsored wrap and model portfolio programs $0+: 0.10% to 1.00% for retirement plan services (tiered asset-based fees) $25,000,000+: Minimum annual fee of $62,500 for Institutional Consulting $50,000,000+: Minimum relationship size for Institutional OCIO model (fees negotiable)

Project-based

Hourly rates range from $80 to $375 per hour for business management; $300 per hour for dispute resolution; $250 per hour for time in court/hearings

Performance-based

Performance-based fees charged for certain private funds; carried interest of 10-15% on some funds; generally not charged for typical advisory services

Subscriptions

TPS newsletter subscription $33/month; 1 year $325-$375; 2 years $595-$695

Other

Account minimum: $5,000 Minimum fee: $5,000 minimum fee for investment management services Fee-only: Fixed fees for financial counseling, family office services, Practice Integrated Wealth Management, family budget, business solutions, dispute resolution, tax preparation, range generally $95/hour to $50,000 per engagement depending on service

Location

See office

Powell, OH

Powell OH

Advisors at this office

1

Most active in

Ohio

Work history

8 years of industry experience

Focus Partners Wealth, LLC

2026 - Present • 1 year

St. Louis, MO

Kovitz Investment Group Partners, LLC

2018 - Present • 8 years

Chicago, IL

Kovitz Securities, LLC

2018 - 2020 • 2 years

Chicago, IL

Trinity Financial Advisors, LLC

2017 - 2018 • 1 year

Chicago, IL

Trinity Financial Advisors, LLC

2013 - 2017 • 4 years

Chicago, IL

Disclosures

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

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor with OneSeven in Worthington, OH, holding a Series 65 designation and two years of industry experience. He has worked at OneSeven since 2024 and has prior experience with MGO One Seven, LLC. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with discretionary and non-discretionary management options.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired

Jonathan C

Series 63, Series 6

Columbus, OH

Guardian Life

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Charitable giving tax strategies Business sale tax planning Inheritance planning Family Business Self-Employed Founder/Business Owner Executive Doctor or Medical Professional Professional Athlete Intergenerational Families Behavioral coaching / decision support Established Professionals
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Mark B

RICP®, Series 7, Series 66

Columbus, OH

Guardian Life

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Exec comp design Disability insurance Retirement income strategy Roth conversion strategy Wealth management Self-Employed Founder/Business Owner Doctor or Medical Professional Independent Contractor Approaching retirement HENRY (High Earners, Not Rich Yet) Retired Established Professionals
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Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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