DW Huff Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,505,118
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$188,140
About
DW Huff Advisory is a small independent registered investment adviser operating as a solo practitioner that primarily serves individual clients while also providing portfolio management services for institutional clients, as described in its Form ADV Part 2. The brochure reports roughly $1.5 million in regulatory assets under management and a compact client roster, and the firm offers ongoing portfolio management and financial planning services.
The brochure describes an investment program that can include discretionary portfolio management and integration of tax and accounting input through an affiliated accounting practice; it also states the firm sponsors a wrap fee program. It further notes the firm conducts educational seminars or workshops and may implement strategies using model allocations, third‑party managers or similar execution arrangements.
Several features disclosed in the ADV are atypical for a solo independent adviser: the firm discloses prior disclosure events, sponsors a wrap fee program, and is affiliated with an accounting firm, and it also reports serving institutional clients and offering educational workshops. Taken together, those elements — an accounting affiliation plus wrap‑program sponsorship and institutional work — distinguish the firm from many peers of similar size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Fee options
Financial plans starting at $1,500
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 per hour
Account minimum: $200,000 Fee-only: Hourly fees at $250 per hour; Fixed fees available for financial plans starting at $1,500
Main office location
DW Huff Advisory
908 W Judge Perez Dr Suite C
Chalmette LA 70043, United States
Number of offices
1
Most active in
DW Huff Advisory has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
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")