Advisor at Hughes Financial Group, LLC
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Firm
Hughes Financial Group, LLC
Location
Perrysburg, OH 43551
Credentials
CFP®
Industry experience
13 years
Brian Hughes is a CFP® professional with 13 years of experience in financial advising. He has operated Hughes Financial Group, LLC, an independent advisory practice based in Perrysburg, OH, since 2013. Hughes Financial Group is a fee-only firm serving primarily individual clients, including trust and business accounts, with investment management and financial planning services. The firm focuses on active asset management using proprietary strategies and algorithms, investing mainly in no-load mutual funds and ETFs, and manages accounts on a discretionary basis with daily reviews.
$0 - $1,000,000: 1.80% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001+: 0.75%
Hourly planning engagements charged at $50 to $150 per hour depending on employee; setup fees for asset review also charged hourly $50 to $150 per hour, may be waived.
Fee-only: Financial planning fees calculated based on hours required; rates between $50 and $150 per hour depending on staff level; fees quoted individually and billed 50% in advance, balance upon delivery; fees negotiable.
7015 Lighthouse Way, Suite 500
Perrysburg, OH 43551
Ohio
Hughes Financial Group, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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