A complete list of active advisors currently associated with Hughes Wealth Management Incorporated

Warmer can help you find a great advisor at Hughes Wealth Management Incorporated or one who fits your needs even better.

Hughes Wealth Management provides portfolio management, financial planning, pension consulting, and access to alternative investments and private placements for individuals, high-net-worth clients, retirement plans, and certain business entities. The firm manages a modest asset base and works with a small number of clients, documenting services and fees in written agreements prior to engagement. The firm combines fundamental, technical, and economic analysis to implement long- and short-term strategies and strategic asset allocation, and may recommend sub-advisers for portions of client portfolios. Accounts are typically managed on a non-discretionary basis, though discretionary authority is accepted on a case-by-case basis, and the firm may place trades through third-party custodial or wrap arrangements. Several features set the firm apart from many peers: the principal is also a licensed insurance agent and the firm discloses the sale of commissionable insurance products as a potential conflict of interest; the firm participates in an unaffiliated wrap fee program (Schwab Managed Account Services); and it offers pension/401(k) consulting and periodic educational seminars. The Form ADV also discloses a historical disciplinary matter involving a self-regulatory organization in the early 2000s, which the firm reports and explains in its disclosure documents.

To learn more about the advisors currently working at Hughes Wealth Management Incorporated, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.