Hiley Hunt Wealth Management

Wealth Management Firm in Washington County, NE

Firm Info
Address: 9850 Nicholas St #315, Omaha, NE 68114, USA
Phone: (402) 504-9347

Firm Size
Assets Under Management: $164.8 million
# of Advisors: 2
# of Clients: 707
Client to Advisor Ratio: 354:1
Average Account Size: $233,143
# of Offices: 1

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)

Get Connected with a Financial Advisor

* required fields

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.

To view the Minimum Investment and Fee Schedule for Hiley Hunt Wealth Management, Inc., visit their Part 2 Brochure.

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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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

Firm location 9850 Nicholas St #315, Omaha, NE 68114, USA
Phone (402) 504-9347
Directions
Google My Business Reviews:
5 Stars

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.