Hughes Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hughes Financial Group, LLC provides personalized, fee-only financial planning and investment management to individuals as well as entities such as trusts, estates, pension and profit-sharing plans and business clients. As of December 31, 2025 the firm reports managing roughly $22.8 million for about 42 clients and also serves additional clients on a planning-only basis.
The firm emphasizes active asset management, stating it uses proprietary investment strategies and algorithms along with fundamental, technical and cyclical analysis. Portfolios are typically built with no-load mutual funds and ETFs but may include individual equities, bonds, options and other instruments, with most assets managed on a discretionary basis and reviewed frequently.
Noteworthy features include a fee-only model that excludes commission income, a clear separation between asset-management clients and planning-only engagements (including hourly and project-based plans), and occasional donated planning hours to 501(c)(3) organizations. Oversight of trading and compliance is conducted internally by the firm’s senior officer, who also performs periodic personal-trade reviews and executes client trades under limited trading authorization.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.80% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 1.25% annually $10,000,001+: 0.75% annually
$50 to $150 per hour depending on the employee completing the work
Fee-only: Financial planning fees billed hourly at $50 to $150 per hour depending on staff; fees for financial plans quoted per project and billed 50% in advance, balance upon delivery, with possible +/-10% adjustment; hourly charges for limited scope engagements $50 to $150 per hour
Main office
7015 Lighthouse Way, Suite 500
Perrysburg OH 43551
Advisors at this office
1
Most active in
Ohio
Also doing business as
Hughes Financial Group, LLC · Hughes, Brian Kenneth
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.
Forms ADV
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