Hungerford Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$361,112,228
Clients
285
Advisors
5
of 5 employees
About
Hungerford Financial serves individuals (including high‑net‑worth clients), charities, and employer retirement plans, offering financial planning, tailored portfolio management, retirement plan consulting, and the selection and monitoring of third‑party investment advisers. Services are delivered on both discretionary and non‑discretionary bases and include written financial plans and ongoing investment oversight.
The firm’s investment approach begins with a strategic asset allocation and employs tactical adjustments, guided by principles of value, safety, and quality with an emphasis on loss avoidance and risk control. Hungerford supplements traditional research with AI‑enabled analytics and other software tools to support portfolio analysis and risk monitoring, while maintaining human oversight of all final investment decisions.
Hungerford’s business relationships are atypical for a team of its size: it is affiliated with a broker‑dealer and with an accounting firm, and its representatives may also hold securities registrations and insurance licenses—arrangements the firm discloses and addresses through policies and client disclosures. The combination of third‑party adviser oversight and ERISA fiduciary retirement‑plan services further distinguishes its service mix relative to many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.85% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: Negotiable
Advisor's representatives may sell securities for commissions separately from advisory fees.
Financial planning charged at $250 per hour (negotiable).
Account minimum: $100,000 Minimum fee: Minimum annual management fee of $1,200 per account for portfolio management; minimum $2,000 annual fee for retirement plan services. Fees are negotiable and minimums may be waived. Fee-only: Financial planning services available at $250/hour (negotiable).
Main office
2910 Lucerne Drive SE
Grand Rapids MI 49546
Advisors at this office
5
Most active in
Michigan
Also doing business as
Hanc Wealth Management, LLC · Hungerford Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
Brett B
CFP®, Series 63, Series 65
Grand Rapids, MI
Hungerford Financial LLC
Brett Bauman is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Hungerford Financial LLC in Grand Rapids, MI and has previously worked at The Vanguard Group. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment strategy emphasizes strategic asset allocation with tactical adjustments, focusing on value, safety, quality, and risk control, supported by AI-enabled analytics alongside human oversight.
Thomas P
Series 63, Series 65
Grand Rapids, MI
Hungerford Financial LLC
Thomas Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Hungerford Financial since 2009. Price is also the owner of Genesis Financial, a non-public entity used for personal tax preparation. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight for all investment decisions.
Connor P
Series 66
Grand Rapids, MI
Hungerford Financial LLC
Connor Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with six years of industry experience. He holds a Series 66 designation and is the owner of Red Elk Tax Services, a tax preparation and accounting business. Connor has worked with Hungerford Financial since 2020 and previously with United Planners Financial Services of America and SCI Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party advisor oversight. The firm applies a strategic asset allocation approach with tactical adjustments focused on value, safety, and risk control, utilizing AI-enabled analytics alongside human oversight.
Aaron S
CFP®, Series 66
Grand Rapids, MI
Hungerford Financial LLC
Aaron Sal is a CFP® and holds a Series 66 license with four years of industry experience. He is currently a wealth advisor at Hungerford Financial LLC and has been a shareholder at Hungerford Nichols CPA's + Advisors since 2002. Sal serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party adviser oversight. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight of all investment decisions.
Nathaniel B
Series 66
Grand Rapids, MI
Hungerford Financial LLC
Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.
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