Questions, answered straight.

Fee-only means the only money we make comes directly from you: never from commissions, product sales, or kickbacks. It removes the conflict of interest baked into a lot of the industry, so our advice is accountable only to you.

A fiduciary is legally and ethically required to put your interests first. As an independent RIA, Hunt Wealth acts as a fiduciary at all times, not just when it's convenient.

No. Hunt Wealth was built for professionals still building wealth. If you're earning well and ready to be intentional about your money, you're exactly who we're here for.

Absolutely. We're a modern, virtual-first firm and work with clients across the country. If you're in Tampa or St. Pete, we're happy to meet locally too.

Investment management is 1% of assets under management (an annual fee charged monthly). Financial planning is $200/month, waived once your accounts with us total over $500k. That's the whole pricing model. No hidden fees.

It's a relaxed 30-minute conversation about your goals and your financial picture, and a chance to see if we're a good fit. There's no obligation and no sales pitch.

Client accounts are held at Altruist, a modern custodian built for independent RIAs. Your accounts stay in your name. We manage them, but we never take possession of your funds.

We handle the heavy lifting. Accounts transfer electronically to Altruist, and we plan the transition tax-aware: existing holdings can often move in-kind and be repositioned gradually rather than sold all at once. Your old advisor doesn't need a breakup call from you unless you want to make it.

We meet at least once a year, and more when life gets interesting: new job, new kid, equity event, house. Between meetings, reach out whenever something comes up. Quick questions are part of the deal, not billable events.