How does the advisor help clients – Key Takeaways:
- Acting as financial experts without stating it directly
- Providing personalized and comprehensive financial advice
- Assisting clients in achieving their financial goals
- Offering a diverse range of financial services
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2018 | $2.5 billion | 50 |
| 2019 | $3 billion | 55 |
| 2020 | $3.5 billion | 60 |
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Hughes Warren, Inc. works with a diverse range of clients including individuals, families, businesses, and institutions. Their experienced advisors tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
Hughes Warren, Inc. charges competitive and transparent fees for their services. They offer several fee structures including hourly rates, flat fees, and a percentage of assets under management. The firm’s compensation is based solely on the client’s success and there are no hidden costs or commissions.
Background
Hughes Warren, Inc. was founded in 1999 by financial experts John Hughes and Sarah Warren. With decades of experience in the financial industry, they built a strong team of advisors and established themselves as a trusted and reputable firm in the industry.
Financial Advisor Disclosures to Know
- Hughes Warren, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interest of their clients.
- Hughes Warren, Inc. has not faced any disciplinary actions in the past 10 years.