H
Hughes Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,832,198
Total clients
42
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$543,624
About
The firm is a fee-only, independent advisory practice serving primarily individual clients (including trust and business accounts) with both ongoing investment management and standalone financial planning. It reports managing about $4.7 million in client assets across roughly 21 discretionary accounts and 18 planning-only relationships, for a total client base near 39 households.
Investment services center on active asset management using proprietary strategies and algorithms; portfolios are invested largely in no-load mutual funds and ETFs but the firm also transacts in individual stocks, bonds and derivative instruments when appropriate. The adviser typically manages accounts on a discretionary basis (approximately $3.88 million discretionary), offers hourly planning engagements and written financial plans, and permits client-imposed restrictions on holdings.
Compared with many solo independent advisers, the firm emphasizes more active trading and algorithm-driven portfolio management and conducts daily reviews of discretionary accounts rather than only periodic oversight. It operates with negotiable fees, aggregates family accounts for fee breakpoints, does not act as custodian, and delegates proxy voting to clients while self-monitoring compliance and trade oversight internally.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.80% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001+: 0.75%
Hourly planning engagements charged at $50 to $150 per hour depending on employee; setup fees for asset review also charged hourly $50 to $150 per hour, may be waived.
Fee-only: Financial planning fees calculated based on hours required; rates between $50 and $150 per hour depending on staff level; fees quoted individually and billed 50% in advance, balance upon delivery; fees negotiable.
Main office location
Hughes Financial Group, LLC
7015 Lighthouse Way, Suite 500
Perrysburg OH 43551, United States
Number of offices
1
Most active in
Hughes Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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