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Patrick William Dupont

Advisor at HUB Investment Partners, LLC — Saint Petersburg, FL

Updated today

Credentials

CFP®, Series 65

Experience

8 years

Location

Saint Petersburg, FL

HUB Investment Partners, LLC logo

HUB Investment Partners, LLC

Multi-team

Total advisors

118

Across 17 offices

Clients per advisor

46 Low

Avg AUM per client

$1,320,897 High

HNW client ratio

18% Typical

About

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis to align investments with client objectives.

Client services

Based on HUB Investment Partners, LLC

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

Occupation focus

Based on HUB Investment Partners, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees may be charged for retirement and financial planning services, investment consulting services for banks, and balance sheet management consulting services for banks; also a $1,000-$1,500 flat quarterly fee for reporting in MAPP program

Percentage

$0 - $99,999.99: 1.50% $100,000 - $999,999.99: 1.25% $1,000,000 - $2,999,999.99: 1.00% $3,000,000 - $6,999,999.99: 0.75% $7,000,000 - $9,999,999.99: 0.50% $10,000,000+: Negotiated

Project-based

Hourly fees may be charged for retirement and financial planning services

Other

Fee-only: Hourly rate, flat fee, and/or percentage of assets under management for retirement and financial planning services; fees are negotiable and vary based on complexity and size

Location

See office

Saint Petersburg, FL

Saint Petersburg FL

Advisors at this office

1

Most active in

Florida · Texas · Virginia

Work history

8 years of industry experience

HUB Investment Partners, LLC

2024 - Present • 2 years

Austin, TX

Millennium Advisory Services, Inc.

2018 - 2025 • 7 years

Glen Allen, VA

Otter Creek Awnings

2018 - 2018 • 1 year

Williston, VT

Donley's Inc

2018 - 2018 • 1 year

Richmond, VA

McKay Wealth Management Group LLC

2017 - 2018 • 1 year

2920 W Broad St, Suite 208, Richmond, VA

McKay Wealth Management Group LLC

2017 - 2018 • 1 year

2920 W Broad St, Suite 208, Richmond, VA

The North Hero House Inn & Restaurant

2015 - 2017 • 2 years

North Hero, VT

Disclosures

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

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
user avatar

Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
user avatar

Joseph S

CFP®, Series 63, Series 65

St Petersburg, FL

IQ Retirement Portfolios LLC

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Annuities
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