Hunter Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hunter Financial Planning provides fee-only wealth management and financial planning services to individuals and high-net-worth individuals. The firm is newly registered and currently reports no assets under management or active clients.
The firm combines comprehensive financial planning with portfolio management, using an asset-allocation framework that incorporates passive ETFs, model portfolios, and Modern Portfolio Theory principles. Services may be delivered on a project or ongoing basis, and the firm can manage accounts on a discretionary basis or engage independent outside managers and Schwab’s model platform to implement and monitor portfolios.
Notable features that distinguish the firm from many peers include offering both fixed-fee and hourly fee arrangements in addition to asset-based management, and explicitly recommending and selecting outside advisers to manage client assets. The firm does not serve as a private fund adviser and its principal maintains outside full-time employment while operating the advisory business.
Client services
Expertise
Occupation focus
Fee options
Initial comprehensive financial plan fee ranges from $2,500 to $15,000; Project-Based Financial Planning fixed fee ranges from $2,500 to $15,000; Ongoing Financial Planning fees range from $7,500 to $50,000 annually
$0 - $750,000: $7,500 fixed fee annually $750,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
Project-Based Financial Planning hourly rate is $300 per hour
Ongoing Financial Planning fees paid monthly in advance ranging from $7,500 to $50,000 annually
Minimum fee: A fixed fee of $7,500 for assets under $750,000 Fee-only: Wealth management fees based on tiered AUM schedule; financial planning fees fixed or hourly
Main office
Columbus GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Hunter Financial Planning · Hunter Financial 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
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