Advisor at Hughes Financial Services, LLC
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Firm
Hughes Financial Services, LLC
Location
Herndon, VA 20171
Credentials
CFP®, Series 63
Industry experience
25 years
Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.
Based on Hughes Financial Services, LLC
$0 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $500,000
2201 Cooperative Way, Suite 150
Herndon, VA 20171
Texas · Virginia
Hughes Financial Services, LLC
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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