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Fee-only · Fiduciary · Tampa + Virtual
Fee-only planning and tax-smart investing that pull your goals, your equity comp, and your taxes into one clear plan, with a fiduciary in your corner for the long haul.
The credentials
The questions that bring people here
“Should I exercise my options now?”
Equity comp, RSUs, and the tax bill nobody warned you about.
Equity compensation
“Am I even saving enough?”
A career on the rise, and no system tying it all together.
Financial planning
“Why is my tax bill so high?”
April surprises are optional.
Tax planning
“Roth or pre-tax?”
The answer depends on brackets, not vibes.
Retirement & 401(k)
“What about my old 401(k)s?”
Three jobs, four accounts, zero strategy.
Retirement & 401(k)
“Am I doing this right?”
Buying a home, starting a family, and a lot riding on it.
Who we serve
“Do we finally need a will?”
If people count on you, yes. We make it painless.
Estate & insurance
“Is my company stock too big a bet?”
Your job and your portfolio shouldn't ride on one ticker.
Equity compensation
The financial advice industry can be pretty old fashioned. We take a modern approach without the product pushing or jargon. Just personalized advice that evolves with you.
No commissions.
No products pushed.
No account minimums to start.
No jargon-filled quarterly PDFs.

The long view
Your income, taxes, equity comp, and goals are all moving targets. A good plan acts as a map that keeps up with them and gets redrawn as the terrain changes.
Everyone deserves a real plan
Whether you're still building wealth or ready to make your net worth work harder, real planning means the whole picture, not just your investments.






The Route Plan
Simple, transparent, and built around you. Here's exactly how we go from hello to a plan that's working for you.
The Route Plan
We named it because the shape is the point: you always know where you are, where you're headed, and what the next turn is. When the terrain moves, the route gets redrawn.
Why Hunt Wealth
Let's build something together
No obligation. No sales pitch. Just a conversation.