Robert Hunt Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-for-service financial planning, investment advice and financial education to individuals, high-net-worth individuals, trusts and families. Offerings include written and verbal analysis and recommendations along with periodic periodicals and client-focused seminars or workshops to support planning and decision-making.
The firm emphasizes low-cost, predominantly index fund solutions and market-capitalization indexing, with recommendations centered on asset allocation, expense control and tax considerations. Services are advisory and limited in scope: the adviser does not exercise investment discretion, does not custody client assets, and the firm does not provide ongoing portfolio management for individual accounts.
Compared with peers, the firm’s business model relies on hourly and prepaid membership tiers rather than percentage-of-assets fees or performance-based compensation. It is also notable for publishing periodicals and offering educational workshops—services that are uncommon among similar independent advisers—while maintaining a fee-only approach with no commissions or soft-dollar arrangements.
Client services
Expertise
Fee options
Select Membership setup fee $995; Private Client Membership setup fee $1,995; Annual prepaid hours fees $499 (Select) and $999 (Private Client).
Basic Membership: $450/hour; Select Membership: $250/hour after prepaid hours; Private Client Membership: $200/hour after prepaid hours.
Fee-only: Hourly rates ranging from $450 to $200 depending on membership level, with prepaid hours and setup fees.
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Robert Hunt Financial · Robert Hunt 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 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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