Hiley Hunt Wealth Management, Inc. logo

Hiley Hunt Wealth Management, Inc.

Updated today
Find your advisor

Client assets under management

$286,567,595

Clients

265

41% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

88

High

Average account size

$1,081,387

About

Hiley Hunt Wealth Management provides fee-only investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering discretionary asset management, written financial planning, one‑time or as‑needed consulting, and periodic educational newsletters. The firm manages client accounts through qualified custodians and reports approximately $289.6 million in discretionary assets under management with a three‑advisor team.

The firm tailors advice through one‑on‑one interviews and questionnaires and constructs portfolios using quantitative tools (including efficient‑frontier analysis), then actively monitors accounts with at least quarterly reviews; clients may impose investment restrictions and select discretionary or non‑discretionary authority. HHWM describes using a mix of fundamental, technical and cyclical analysis and implements both long‑term and shorter‑term trading strategies.

Notably, HHWM’s disclosure describes the use of margin transactions, short sales and option writing and explains related procedures and risks, indicating the firm may employ borrowing and derivatives in separately managed accounts—practices that are less common among similar supported firms. The firm also accepts corporate and institutional clients (in addition to individual and trust clients) and combines that institutional capability with a small adviser team managing substantial AUM, a combination that is atypical for peers.

Client services

Financial planning Portfolio management Financial consulting

Expertise

General retirement planning Income planning Tax-loss harvesting Equity compensation tax strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%

Project-based

$300 per hour for financial planning and consulting services.

Other

Account minimum: $0 (no minimum required to open a managed account; however, services most valuable for clients with $500,000 or more, evaluated case-by-case) Minimum fee: Minimum fee generally charged for financial planning and consulting services is $3,000. Fee-only: Fee-only investment adviser; no commissions or other compensation from any source.

Main office location

Hiley Hunt Wealth Management, Inc.

9850 Nicholas Street, Suite 315

Omaha NE 68114, United States

Number of offices

1

Most active in

More info

California · Colorado · Illinois · Iowa · Kansas · Minnesota · Missouri · Nebraska · South Dakota · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 402-504-9347

Advisors at this firm

Scroll left Scroll right
user avatar

Bryce K

CFP®, Series 65

Omaha, NE

Hiley Hunt Wealth Management, Inc.

Bryce Koch is a CFP® and Series 65-licensed advisor at Hiley Hunt Wealth Management, Inc. in Omaha, NE, with three years of industry experience. Prior to joining Hiley Hunt Wealth Management, he worked at Frankel Zacharia, Kiewit Corporation, and WoodmenLife. Hiley Hunt Wealth Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses quantitative tools and a mix of fundamental, technical, and cyclical analysis to construct and actively monitor portfolios, managing approximately $289.6 million in assets with a three-advisor team.

General retirement planning Income planning Tax-loss harvesting Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jason H

CFP®, Series 65

Omaha, NE

Hiley Hunt Wealth Management, Inc.

Jason Hiley is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Hiley Wealth Management since 2012 and is based in Omaha, NE. Hiley Hunt Wealth Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses quantitative tools and a combination of fundamental, technical, and cyclical analysis to construct and actively monitor portfolios, managing approximately $289.6 million in discretionary assets with a three-advisor team.

General retirement planning Income planning Tax-loss harvesting Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Andrew H

CFP®, Series 65

Omaha, NE

Hiley Hunt Wealth Management, Inc.

Andrew Hunt is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Hiley Hunt Wealth Management, Inc. since 2015. Outside of his advisory role, he serves as a director at DayCloud Studios, LLC, a marketing agency, providing strategic direction. Hiley Hunt Wealth Management offers fee-only investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm combines quantitative tools and a mix of fundamental, technical, and cyclical analysis to construct and actively monitor portfolios, managing approximately $289.6 million in discretionary assets with a three-advisor team.

General retirement planning Income planning Tax-loss harvesting Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")