Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Other
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
- Banking Institutions
- Charitable Organizations
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Hourly
- Fixed Fees (Other than subscription)
Hiley Hunt Wealth Management, Inc. Overview
HILEY HUNT WEALTH MANAGEMENT, INC. is a fee-only registered investment advisory firm with headquarters in Omaha, NE. The firm has been in business since 2019 and specializes in providing investment advice only. With a focus on exceptional client service, HILEY HUNT WEALTH MANAGEMENT, INC. offers a wide range of financial planning and portfolio management services to both individuals and small businesses. The firm's financial planning services include comprehensive assessments of a client's current financial situation, goal setting, and the creation of personalized financial plans that are designed to help them reach their objectives. HILEY HUNT WEALTH MANAGEMENT, INC. also offers portfolio management services, which involve the careful selection and management of investments on behalf of clients, in order to generate steady returns and grow wealth over time. In addition to financial planning and portfolio management, the firm also provides other financial consulting services. These services may include financial analysis, estate planning, tax planning, or other specialized financial advice designed to help clients achieve their unique goals. With a team of expert financial advisors and consultants, HILEY HUNT WEALTH MANAGEMENT, INC. is dedicated to delivering high-quality and reliable financial services that help clients achieve long-term financial success.
HILEY HUNT WEALTH MANAGEMENT, INC. is a leading wealth management firm that caters to a diverse range of clients. The types of clients served by the firm include individuals, high net worth individuals, banking institutions, and charitable organizations. Whether it's a person looking to secure their financial future, or an institution looking for assistance in managing their assets, HILEY HUNT WEALTH MANAGEMENT, INC. has a wealth management solution for everyone. The firm offers various fee structures to its clients depending on the type of service provided. One of the most common fee structures available at HILEY HUNT WEALTH MANAGEMENT, INC. is a percentage of AUM (assets under management). This fee structure is a percentage of the total assets managed by the firm, and is a popular choice for high net worth individuals and institutions. Another fee structure that the firm offers is an hourly fee. This type of fee structure is ideal for clients who require limited services or a one-time consultation. Finally, the firm also provides fixed fees for specific services, such as financial planning, tax planning, or asset allocation. This fee structure ensures transparency and predictability, making it an attractive option for many clients. HILEY HUNT WEALTH MANAGEMENT, INC. prides itself on providing tailored financial solutions to meet the unique needs of its clients, and its varied fee structures allow a wide range of clients to access its services.
Typical Clients, Fee Structures & Investment Minimum
According to the note about investment minimums in HILEY HUNT WEALTH MANAGEMENT, INC.'s Part 2 Brochure, there is no minimum investment amount required to open a managed account. This means that individuals with any amount of capital to invest may be able to work with HHWM to manage their assets. However, it is important to note that the minimum fee for financial planning and consulting services provided on an hourly basis is $200.00.
How This Office Can Help Washington County, NE Residents
TriaGen Wealth Management provides a range of financial services to clients in Calabasas, CA. Their team of experienced and knowledgeable wealth advisors work with clients to develop personalized financial plans that address their unique needs and goals. Many clients in Calabasas, CA may be facing financial challenges related to high living expenses and real estate costs. TriaGen Wealth Management can provide guidance on managing these expenses and optimizing investments to build wealth over time. Additionally, with a significant number of Hollywood celebrities and entertainment industry professionals living in Calabasas, many clients may also need assistance with managing their income streams and navigating complex tax issues. The team at TriaGen Wealth Management can provide expert advice and support to help clients maximize their financial opportunities and build a more secure future.
Services Offered by Hiley Hunt Wealth Management, Inc.
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Hiley Hunt Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
This firm has no other locations.
State Registrations
Hiley Hunt Wealth Management, Inc. is registered to service clients in the following states:
- California
- Colorado
- Illinois
- Iowa
- Missouri
- Nebraska
- Texas
Disciplinary History
Hiley Hunt Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.