Advisor at Hughes Financial Services, 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
Hughes Financial Services, LLC
Location
Herndon, VA 20171
Credentials
CFP®, Series 65
Industry experience
4 years
Heather Wilson is a CFP® and holds a Series 65 license, with four years of industry experience. She is currently with Hughes Financial Services, LLC, where she has worked since 2021, following prior experience at Charles Schwab and roles at Purdue University. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning. The firm offers a wrap-fee program that combines asset management, brokerage execution, and custody, employing a range of investment techniques and independent manager allocations tailored to client objectives.
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
Virginia
Hughes Financial Services, LLC
2024 - Present (2 years)
Hughes Financial Services, LLC
2021 - 2023 (2 years)
Charles Schwab
2020 - 2021 (1 year)
Charles Schwab
2019 - 2019 (1 year)
Purdue University
2018 - 2019 (1 year)
Purdue University
2017 - 2020 (3 years)
Purdue University
2017 - 2017 (1 year)
Cedarbrook Camp of Ohio
2017 - 2018 (1 year)
Ameriprise Financial
2017 - 2017 (1 year)
Giant Eagle
2015 - 2017 (2 years)
School
2004 - 2017 (13 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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