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How does the advisor help clients – Key Takeaways:
ROBERT HUNT FINANCIAL, LLC provides expert financial advice to clients, helping them achieve their financial goals and secure their financial future.
- Offers personalized financial planning and investment management services
- Uses a holistic approach to understand clients’ unique financial needs and goals
- Utilizes a team of experienced and knowledgeable advisors to provide the best solutions for clients
Facts and Insights
ROBERT HUNT FINANCIAL, LLC has been serving clients for over 15 years, providing sound financial advice and helping clients reach their financial goals. The firm specializes in creating customized financial plans that address clients’ specific needs and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ROBERT HUNT FINANCIAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personalized financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Risk management and insurance
Client Types
ROBERT HUNT FINANCIAL, LLC serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Retirees
- Corporate executives
Fees & Compensation
ROBERT HUNT FINANCIAL, LLC operates on a fee-only basis, which means that advisors do not receive commissions for selling financial products. Instead, they are compensated based on a percentage of client assets under management. This structure ensures that advisors are always acting in the best interest of their clients.
Background
ROBERT HUNT FINANCIAL, LLC was founded by Robert Hunt, a certified financial planner with over 20 years of experience in the industry. He is passionate about helping clients achieve their financial goals and is dedicated to providing the highest level of service and expertise.
Financial Advisor Disclosures to Know
ROBERT HUNT FINANCIAL, LLC operates with complete transparency and has no disclosures on file with the Securities and Exchange Commission (SEC) or any state regulatory agencies. This means that the firm has a clean record and has not been subject to any disciplinary action.