Lauren Hunt
Advisor at Daybreak Wealth, 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.
Advisor at Daybreak Wealth, 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.
Location
Hinsdale, IL 60521
Credentials
CFP®, Series 65
Industry experience
11 years
Lauren Hunt is a CFP® professional with 11 years of industry experience. She is the sole advisor at Daybreak Wealth, LLC, where she has worked since 2022. Prior to this, she spent eight years at Pinnacle Financial Group LLC. Daybreak Wealth, LLC provides customized financial planning and ongoing wealth management to individuals, high-net-worth clients, and estates and trusts. The firm focuses on primarily passive, long-term portfolios using low-cost mutual funds and ETFs, applying principles from Modern Portfolio Theory and the Fama–French three-factor model.
Based on Daybreak Wealth, LLC
Financial Planning Services fixed fee up to $6,500; Wealth Management Services flat annual fees by tier.
$500,000 - $1,490,000: $9,000 per year (flat fee) $1,500,000 - $5,000,000: $16,000 per year (flat fee) $5,100,000 - $8,000,000: $36,000 per year (flat fee)
Account minimum: $500,000 Minimum fee: Financial Planning Services fixed fee up to $6,500; Wealth Management Services flat fees: Tier 1 - $9,000/year, Tier 2 - $16,000/year, Tier 3 - $36,000/year Fee-only: Financial Planning with fixed fees; Wealth Management with flat fees by tier; no commissions received.
19 N Grant Street
Hinsdale, IL 60521
Illinois
Daybreak Wealth, LLC
2022 - Present (4 years)
Pinnacle Financial Group LLC
2014 - 2022 (8 years)
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