Advisor at Hughes Wealth Management Incorporated
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
Hughes Wealth Management Incorporated
Location
Hermosa Beach, CA
Credentials
Series 63, Series 66
Industry experience
32 years
Gary Hughes is the principal of Hughes Wealth Management Incorporated and holds Series 63 and Series 66 licenses. He has 32 years of experience in the financial industry, including nine years at Concorde Asset Management, LLC and Concorde Investment Services, LLC. In addition to his advisory work, he operates as an independent insurance agent. Hughes Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by providing portfolio management, financial planning, pension consulting, and alternative investment recommendations. The firm employs fundamental, technical, and economic analysis to build diversified portfolios and utilizes both discretionary and non-discretionary strategies tailored to a small client base.
Based on Hughes Wealth Management Incorporated
Financial planning fixed fees generally range from $2,500 to $5,000, determined per client agreement.
$500,000 - $1,000,000: 2.00% $1,000,001 - $4,999,999: 1.75% $5,000,000+: 1.00%
Account minimum: $500,000
Hermosa Beach, CA
California
Hughes Wealth Management Incorporated
2022 - Present (4 years)
Concorde Asset Management, LLC
2013 - 2022 (9 years)
Concorde Investment Services, LLC
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")