H
Hughes Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,832,198
Clients
42
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$543,624
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
Financial planning
Portfolio management
Expertise
Active portfolio management
Cash flow / budgeting
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 location
Hughes Financial Group, LLC
7015 Lighthouse Way, Suite 500
Perrysburg OH 43551, United States
Number of offices
1
Most active in
Hughes Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
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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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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