Hiley Hunt Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hiley Hunt Wealth Management, Inc. provides fee‑only investment advisory services and written financial planning to individuals, high‑net‑worth clients, trusts and estates, corporations or business entities, and retirement plans. The firm offers ongoing discretionary asset management as well as one‑time and as‑needed consulting engagements and written financial plans.
HHWM tailors advice through one‑on‑one interviews and questionnaires and combines fundamental, technical and cyclical analysis to build asset‑allocation recommendations and efficient‑frontier portfolios using quantitative screens and qualitative review. The firm manages accounts on a discretionary basis, executes block trades on a pro rata basis through an institutional custodian, and employs strategies that can include margin transactions, short sales and option writing as part of separately managed accounts.
Noteworthy for a firm of its size, HHWM documents experience serving corporate and institutional relationships — including credit‑union and banking‑industry experience among its team — and explicitly discloses the use of borrowing and derivative strategies in managed accounts, practices that are uncommon among peers. The team also includes a licensed CPA and describes a formal process for coordinating tax and accounting work with outside professionals, which the brochure highlights as part of its planning services.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
$300 per hour for financial planning and consulting services
Minimum fee: Minimum fee generally charged for financial planning and consulting services is $3,000 Fee-only: Firm is fee-only, paid exclusively by clients, no commissions or product sales
Main office
9850 Nicholas Street, Suite 315
Omaha NE 68114
Advisors at this office
3
Most active in
California · Colorado · Illinois · Iowa · Kansas · Minnesota · Missouri · Nebraska · New Hampshire · South Dakota · Texas
Also doing business as
Hiley Hunt Wealth Management · Hiley Hunt Wealth Management, Inc. · Hiley Wealth Management · Hiley Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bryce K
CFP®, Series 65
Omaha, NE
Hiley Hunt Wealth Management, Inc.
Bryce Koch is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Hiley Hunt Wealth Management, Inc. and also operates Bryce Koch CPA & Advisory LLC. His prior experience includes roles at Frankel Zacharia, Kiewit Corporation, and WoodmenLife. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory services and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to create asset-allocation recommendations and manages accounts on a discretionary basis, including the use of borrowing and derivative strategies.
Jason H
CFP®, Series 65
Omaha, NE
Hiley Hunt Wealth Management, Inc.
Jason Hiley is a CFP® with 22 years of experience in the financial advisory industry. He is the principal at Hiley Hunt Wealth Management, Inc., where he has worked since 2012. Prior to that, he held roles at Karstens Investment Counsel, Inc. and Westwood Wealth Management. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary asset management and consulting engagements, utilizing a combination of fundamental, technical, and cyclical analysis to develop tailored asset-allocation strategies that incorporate borrowing and derivative practices uncommon among similar-sized firms.
Andrew H
CFP®, Series 65
Omaha, NE
Hiley Hunt Wealth Management, Inc.
Andrew Hunt is a CFP® with 17 years of industry experience. He is a financial advisor at Hiley Hunt Wealth Management, Inc., where he has worked since 2015. Prior to that, he was with Guide Rock Capital Management, Inc. for six years. Outside of finance, he serves as a director at DayCloud Studios, LLC, a marketing agency. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts and estates, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset-allocation strategies and manages accounts on a discretionary basis using a range of investment techniques including margin, short sales, and option writing.
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