Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hunt Wealth is a fee-only registered investment adviser that provides portfolio management and financial planning to individuals and high-net-worth clients. The firm offers both ongoing and project-based planning, estate-planning assistance via third-party providers, and investment advice covering stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents.
The firm tailors portfolios to clients’ objectives using asset-allocation principles and a mix of passive and active strategies, and it may utilize outside managers and model portfolios from a model marketplace to implement client plans. Clients can grant discretionary trading authority or impose written account restrictions, and the firm also accommodates socially responsible investment preferences and potential cryptocurrency exposure where appropriate.
Distinctive features include that the adviser is a recently established, small solo practice (formed and registered in 2025) managing roughly $1.25 million in assets, and it relies on an integrated digital custodian and model marketplace relationship that it recommends to clients. The brochure also discloses an uncommon personal conflict — a client who is a family member named the firm’s principal as a beneficiary — and the principal’s ongoing outside business activity with a third-party service provider, both of which are disclosed and subject to the firm’s stated compliance controls.
Client services
Expertise
Fee options
Project-Based Financial Planning: $3,000 fixed fee; Estate Planning Assistance: typically $2,500
1.00% annually
Ongoing Financial Planning: $200 per month
Fee-only: Ongoing Financial Planning: $200 per month; waived for clients with assets under management of $500,000 or more; Project-Based Financial Planning: fixed fee of $3,000; Estate Planning Assistance: typically $2,500 (varies based on complexity)
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Hunt Wealth · Hunt Wealth Planning, 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 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.
Forms ADV
Quick links
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