Pricing

Simple. Transparent. No hidden fees.

Great financial advice should come with clarity, not confusion. Here's exactly what working together costs: no hidden fees, no surprises.

See if we're a fit

Fee 01 · Investment management

1%of assets under management

An annual fee, charged monthly, based on the assets we manage for you.

Fee 02 · Financial planning

$200per month

Comprehensive, ongoing planning. This fee is waived once your accounts with us total over $500k.

Investment management and financial planning work together. Most clients engage both.

AUM fee, annual, charged monthly

$200

Monthly planning fee

$500k

Planning fee waived above this

30 min

Free intro call, no obligation

What's included

Everything, working together.

One relationship covers the whole picture. Here's what you get.

A comprehensive financial plan covering goals, cash flow, investments, taxes, estate, and insurance

Tax-aware investment management with direct indexing and tax-loss harvesting in taxable accounts

Proactive tax planning and prior-year return review

A secure client portal with real-time net worth and account tracking

Meetings at least annually, plus access whenever a big decision comes up

A fiduciary who never earns a commission or sells a product

Questions

Fair questions about fees.

What does “fee-only” actually mean?

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.

What is a fiduciary?

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.

Do I need a minimum net worth to work with you?

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.

How much does it cost?

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.

Let's build something together

If you're looking for a financial partner who's in it for the long haul, let's talk.

See if we're a fit See how it works

No obligation. No sales pitch. Just a conversation.

Loading…