Resources

Everything we know, in plain English.

The questions we get asked most, answered properly. No jargon, no gatekeeping, and nothing here is trying to sell you a product.

See if we're a fit Browse the FAQ

Guides

Longer reads for the decisions that matter.

Written for the moment you're actually standing at the fork: a vest landing, a first attending paycheck, an old 401(k) you keep meaning to deal with.

Equity compensation

6 min

What to do the week your RSUs vest

A vest is a decision point, not just a deposit. Here is the order to think it through.

Read the guide

Life stages

7 min

The money checklist for your first attending year

Your income just multiplied. The habits you set in the next twelve months compound for decades.

Read the guide

Saving & investing

5 min

How much should you actually be saving?

Percentage rules are a starting point. Here is how to find the number that fits your life.

Read the guide

Life stages

6 min

Pay off student loans or invest?

The answer is usually some of both, in a specific order. The order is the part that matters.

Read the guide

Equity compensation

6 min

When company stock becomes too much of your net worth

Your paycheck and your portfolio should not depend on the same quarterly earnings call.

Read the guide

Saving & investing

5 min

What to do with an old 401(k)

Four options, one of which is quietly costing people money in a plan they forgot about.

Read the guide

The library

Start with what you're actually dealing with.

Nine explainers across the three topics we field the most questions about. Each one answers the question first, then gets into the detail.

Topic 01 · Equity compensation

If a real part of your pay arrives as stock, the tax questions arrive with it. Start here.

Equity compensation

Topic 02 · Tax-smart investing

How a portfolio is managed for taxes matters as much as what it holds. The mechanics, explained.

Investment management

Topic 03 · How advice works

Who an advisor answers to, and how they get paid, shapes every recommendation you hear.

Financial planning

Common questions

The things people ask before they ever book a call.

Fair questions deserve straight answers, whether or not you ever become a client.

See all questions

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.
Can we work together if I'm not in Tampa?
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.

By situation

Or start from where you're standing.

The financial questions that matter most tend to depend less on your balance and more on your circumstances.

Persona 01 · Tech professionals

Your comp is part salary, part RSUs, part ESPP, and every vest brings a tax question you didn't sign up for. Meanwhile your company stock quietly became half your net worth.

How we help →

Persona 02 · Physicians

You traded your twenties for training, came out with loans, and now you're earning well with a lot of catching up to do, and very little time to manage it.

How we help →

Persona 03 · Dual-income families

Two strong incomes, two 401(k)s, daycare that costs like a mortgage, and a shared to-do list where “fix our finances” never quite reaches the top.

How we help →

Aerial view of eroded badlands where natural drainage forms contour-like ridges

Still not sure where to start?

Bring the actual question. We'll skip the theory.

Every explainer here started as a real question from a real client. If yours is not covered, the intro call is a free 30 minutes and there is no wrong question.

See if we're a fit

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.

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Everything we know, in plain English.

Longer reads for the decisions that matter.

What to do the week your RSUs vest

The money checklist for your first attending year

How much should you actually be saving?

Pay off student loans or invest?

When company stock becomes too much of your net worth

What to do with an old 401(k)

Start with what you're actually dealing with.

The things people ask before they ever book a call.

What does “fee-only” actually mean?

What is a fiduciary?

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

Can we work together if I'm not in Tampa?

Or start from where you're standing.

Bring the actual question. We'll skip the theory.

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

Everything we know, in plain English.

Longer reads for the decisions that matter.

What to do the week your RSUs vest

The money checklist for your first attending year

How much should you actually be saving?

Pay off student loans or invest?

When company stock becomes too much of your net worth

What to do with an old 401(k)

Start with what you're actually dealing with.

The things people ask before they ever book a call.

What does “fee-only” actually mean?

What is a fiduciary?

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

Can we work together if I'm not in Tampa?

Or start from where you're standing.

Bring the actual question. We'll skip the theory.

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