Advisor at Hughes Financial Services, LLC
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Firm
Hughes Financial Services, LLC
Location
Herndon, VA 20171
Credentials
CFP®, Series 65
Industry experience
10 years
Patrick Hughes is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, where he is part of a six-advisor team based in Herndon, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm operates its own wrap-fee program that combines asset management, brokerage execution, and custody under a single fee, utilizing a range of tactical 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
2015 - Present (11 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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