Hughes Warren, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals — including high-net-worth clients — as well as pension/profit-sharing plans and business entities. The firm delivers financial planning, investment analysis, and ongoing portfolio oversight, primarily advising in mutual funds and exchange-traded funds.
Hughes Warren operates as a fee-only adviser and documents client objectives in Investment Policy Statements, offering both customized portfolios and firm model portfolios while exercising discretionary authority to rebalance and trade. To support implementation and tax efficiency, the firm uses sub‑advisers for model management and tax‑loss harvesting and has recently adopted a third‑party platform (Pontera) to review and rebalance held‑away retirement accounts.
What is distinctive is the firm’s combination of scale and a small advisory team: with roughly 800 clients and two advisors, Hughes Warren has an unusually high client‑per‑advisor ratio and relies on model solutions and third‑party services to manage that load. The firm also conducts periodic educational seminars on mutual funds and distributes an outsourced monthly newsletter, practices that are less common among similarly sized supported advisors.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
$150 or $250 per hour depending on service type
Account minimum: $100,000 Fee-only: Fee-only investment advisory services; no commissions or product sales
Main office
16350 Muirfield Place
Edmond OK 73013
Advisors at this office
2
Most active in
Florida · Kansas · Oklahoma · Texas
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
Melinda W
CFP®
Edmond, OK
Hughes Warren, Inc.
Melinda Warren is a CFP® professional with 24 years of industry experience, currently serving at Hughes Warren, Inc. in Edmond, OK, where she has worked since 2007. Outside of financial advising, she is involved in property management through her role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, pension plans, and business entities, utilizing customized and model portfolios with a focus on mutual funds and ETFs. The firm combines a small advisory team with model solutions and third-party services to manage a high client load and offers educational seminars and a monthly newsletter.
Theodore H
CFP®, Series 65
Edmond, OK
Hughes Warren, Inc.
Theodore Hughes is a CFP® with 24 years of industry experience, currently serving as an advisor at Hughes Warren, Inc. since 2007. He is also involved in property management through his role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management primarily to individuals, pension/profit-sharing plans, and business entities, using model portfolios and third-party services to manage a high client load while offering customized financial planning and investment oversight.
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