Privacy Policy

Hunt Wealth Planning, LLC

Version Date: August 12, 2026

Hunt Wealth Planning, LLC (“HWP”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Delivery of This Notice

We provide this initial Privacy Policy notice to clients no later than the time the client relationship is established, in accordance with SEC Regulation S-P. We will provide an updated notice annually unless: (i) we have not changed our privacy policies or practices since the most recent notice; and (ii) we do not share nonpublic personal information with nonaffiliated third parties other than as permitted under applicable law without triggering an opt-out right. If either condition is not met, we will deliver an updated annual notice to all current clients.

Why We Collect Your Information

We gather information about you so that we can:

• Help design and implement the investment and financial planning related services we provide; and
• Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information”:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, contact information, social security number, date of birth, and financial information;
• Information that we generate to service your financial needs; and
• Information that we may receive from third parties in connection with the services we provide.

What Information We Disclose

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. HWP may disclose client nonpublic personal information:

• To individuals and/or entities not affiliated with HWP, including but not limited to third parties that assist in the supervision or management of client accounts (e.g., sub-advisers, account custodians, record keepers, attorneys);
• To service providers contracted by us in order to perform duties in furtherance of the client’s engagement with HWP (e.g., client management systems, archiving technology vendors, cloud service providers);
• To a client’s authorized representative or power of attorney;
• When we receive prior client consent;
• In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and
• As otherwise permitted in accordance with applicable federal and/or state privacy regulations.

We will not sell client personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes.

In the event that HWP changes its client privacy policy in a manner that would allow disclosure of nonpublic personal information not covered under applicable law, HWP will provide clients the opportunity to opt-out of such disclosure before it takes effect.

How We Protect Your Personal Information

We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

Service Provider Safeguards

Service providers engaged by HWP that involve access to client nonpublic personal information will be governed by written agreements requiring those parties to implement and maintain appropriate administrative, technical, and physical safeguards to protect client information, consistent with our obligations under Regulation S-P.

Incident Response Program

HWP maintains written policies and procedures for an incident response program designed to detect, respond to, and recover from unauthorized access to or use of customer information. Our incident response program addresses:

• Detection and containment of potential unauthorized access or use of customer information;
• Assessment of the nature and scope of any incident;
• Notification obligations as described below; and
• Post-incident review and remediation.

Breach Notification

Pertaining to a natural person client, HWP will provide written notice to each affected client as soon as reasonably practicable, and no later than 30 days after discovery of the breach, in accordance with SEC Regulation S-P as amended in 2024.

Disposal of Customer Information

When client nonpublic personal information is no longer needed for business or legal purposes, HWP will dispose of such information in a manner designed to prevent unauthorized access to or use of the information. Disposal methods include, as appropriate, physical destruction of paper records and secure electronic deletion or destruction of electronic records.

Recordkeeping

HWP maintains records related to its incident response program, including documentation of any identified breaches and any notifications provided to affected clients, for the retention period required under applicable SEC recordkeeping rules. All records regarding current and former clients are maintained for the retention period required by law.

Former Clients

Even if we cease to provide financial services to a client, this Privacy Policy will continue to apply, and we will continue to treat that client’s nonpublic personal information with strict confidentiality.

Questions

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Austin Hunt, Chief Compliance Officer of HWP. Please contact Austin Hunt at (813) 419-1780.

Version Date: August 12, 2026 (supersedes version dated May 20, 2025)

References

• SEC Final Rule, Regulation S-P Amendments (2024): sec.gov/files/rules/final/2024/34-100155.pdf
• SEC Regulation S-P Original Rule: sec.gov/rules-regulations/2000/06/privacy-consumer-financial-information-regulation-s-p
• SEC Staff FAQ on Privacy Notices: sec.gov/divisions/investment/guidance/regs2qa.htm