A complete list of active advisors currently associated with Hunt Wealth

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

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.

To learn more about the advisors currently working at Hunt Wealth, 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.