A complete list of active advisors currently associated with Hunley Wealth Management LLC

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

Hunley Wealth Management serves individual and high‑net‑worth clients and also provides advisory services to retirement plans under ERISA as either a 3(21) or 3(38) fiduciary. The firm offers discretionary asset management, written financial planning and consulting, and facilitates access to third‑party managers when appropriate. The firm manages client portfolios on a discretionary basis using a mix of analysis methods (including fundamental and technical analysis and Monte Carlo planning) and may implement long‑ and short‑term strategies, option positions, and tax‑aware rebalancing. When third‑party managers or sub‑advisors are engaged, Hunley Wealth acts as the client liaison, monitors performance and alignment with client objectives, and retains authority to hire or terminate those managers. Compared with many peers, Hunley Wealth operates with a small client base (three advisors serving 34 clients and roughly $14 million in discretionary AUM) while maintaining no formal account minimum, and it offers ERISA 3(38) investment‑manager services in addition to individual wealth management. The firm discloses that advisors receive external compensation (referral fees from TPMs and commissions from insurance sales, with an advisor spending about 15% of time on insurance activities), requires use of specific custodial platforms through its institutional relationships, and does not vote client proxies (clients vote their own proxies unless assistance is requested).

To learn more about the advisors currently working at Hunley Wealth Management LLC, 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.