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Hughes Warren, Inc.

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Client assets under management

$220,544,521

Clients

808

6% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

404

Very High

Average account size

$272,951

About

Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals — including high-net-worth clients — as well as pension/profit-sharing plans and business entities. The firm delivers financial planning, investment analysis, and ongoing portfolio oversight, primarily advising in mutual funds and exchange-traded funds.

Hughes Warren operates as a fee-only adviser and documents client objectives in Investment Policy Statements, offering both customized portfolios and firm model portfolios while exercising discretionary authority to rebalance and trade. To support implementation and tax efficiency, the firm uses sub‑advisers for model management and tax‑loss harvesting and has recently adopted a third‑party platform (Pontera) to review and rebalance held‑away retirement accounts.

What is distinctive is the firm’s combination of scale and a small advisory team: with roughly 800 clients and two advisors, Hughes Warren has an unusually high client‑per‑advisor ratio and relies on model solutions and third‑party services to manage that load. The firm also conducts periodic educational seminars on mutual funds and distributes an outsourced monthly newsletter, practices that are less common among similarly sized supported advisors.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General tax planning Tax-loss harvesting

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable

Project-based

$150 or $250 per hour depending on service type

Other

Account minimum: $100,000 Fee-only: Fee-only investment advisory services; no commissions or product sales

Main office location

Hughes Warren, Inc.

16350 Muirfield Place

Edmond OK 73013, United States

Number of offices

1

Most active in

More info

Florida · Kansas · Oklahoma · 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 Website 405-418-4080

Advisors at this firm

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user avatar

Melinda W

CFP®

Edmond, OK

Hughes Warren, Inc.

Melinda Warren is a CFP® professional with 23 years of experience in the financial advisory industry. She has been with Hughes Warren, Inc. since 2007. Outside of her advisory role, she is involved in property management through her membership in Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension/profit-sharing plans and business entities. The firm utilizes a combination of customized and model portfolios, supported by sub-advisers and third-party platforms, to deliver financial planning, investment analysis, and ongoing portfolio oversight.

General tax planning Tax-loss harvesting
user avatar

Theodore H

CFP®, Series 65

Edmond, OK

Hughes Warren, Inc.

Theodore Hughes is a CFP® professional with 23 years of experience in the financial advisory industry. He has been with Hughes Warren, Inc. since 2007. Outside of his advisory role, he is involved in property management through his membership in Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses customized and model portfolios, emphasizes tax efficiency, and supports client accounts with third-party services, operating with a notably high client-to-advisor ratio.

General tax planning Tax-loss harvesting
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