Advisor at SunRift Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SunRift Capital Partners LLC
Location
Plainfield, IN 46168
Credentials
Series 65
Industry experience
14 years
Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.
Based on SunRift Capital Partners LLC
Based on SunRift Capital Partners LLC
Financial planning services flat fee between $2,500 and $5,000
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.30% Over $3,000,000+: 1.10%
$250 per hour for financial planning services
Ongoing financial planning fees range from $1,500 to $5,000 annually, payable monthly or quarterly
Account minimum: $250,000
1916 Crown Plaza Blvd., Suite 139
Plainfield, IN 46168
Arizona · Florida · Georgia · Indiana · Michigan · North Carolina · Ohio
Legacy Wealth Management
2018 - 2019 (1 year)
Dustin Hunter, Independent Contractor
2016 - Present (10 years)
Dustin Hunter, Sole Proprietor
2015 - Present (11 years)
Granite Park Capital
2015 - Present (11 years)
SunRift Capital Partners LLC
2012 - Present (14 years)
SunRift Capital Partners LLC
2011 - Present (15 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.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
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