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Hungerford Financial LLC

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Client assets under management

$361,112,228

Clients

285

33% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

57

Typical

Average account size

$1,267,060

About

Hungerford Financial, LLC is a team of five advisors managing roughly $492 million in client assets for about 285 individual, high‑net‑worth, charitable, and retirement plan clients. The firm provides discretionary and non‑discretionary portfolio management, written financial planning, retirement plan consulting (including ERISA fiduciary and non‑fiduciary services), and the recommendation and ongoing monitoring of third‑party investment advisers.

The firm’s investment process starts with a strategic asset allocation and uses tactical adjustments, guided by a stated focus on value, safety, quality and risk control to limit losses. Hungerford supplements its research and portfolio analysis with artificial‑intelligence and machine‑learning tools for decision support, while retaining human advisors as the ultimate decision‑makers and maintaining oversight of those tools.

What is distinctive about Hungerford is its set of industry affiliations: the firm is partially owned by a CPA firm (Hungerford Nichols), its investment adviser representatives may also be registered representatives of United Planners Financial Services and are licensed to sell insurance, and the firm routinely recommends third‑party advisers. These ownership and broker‑dealer/insurance affiliations, and the firm’s active role in recommending and monitoring outside advisers and providing retirement plan services, are less common among comparable team firms and are disclosed along with the firm’s policies intended to manage the resulting conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business succession planning

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.85% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.65% Above $10,000,000+: Negotiable

Commissions

Through registered representatives of United Planners Financial Services, securities may be sold for commissions separate from advisory fees

Project-based

Financial planning services at $250/hour, negotiable

Other

Account minimum: $100,000 Minimum fee: $1,200 minimum annual management fee for portfolio management services; $2,000 minimum annual fee for retirement plan services Fee-only: Financial planning services at $250/hour (hourly fee, negotiable)

Main office location

Hungerford Financial LLC

2910 Lucerne Drive Se

Grand Rapids MI 49546, United States

Number of offices

1

Most active in

Michigan

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Brett B

CFP®, Series 63, Series 65

Grand Rapids, MI

Hungerford Financial LLC

Brett Bauman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Hungerford Financial LLC in Grand Rapids, MI. His prior experience includes roles at The Vanguard Group and Waddell and Reed Financial Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, retirement plan consulting, and third-party adviser recommendations. The firm uses a strategic asset allocation approach with tactical adjustments focused on value, safety, quality, and risk control, supported by artificial intelligence and data-analytic tools while maintaining human oversight.

Business succession planning Founder/Business Owner Executive
user avatar

Thomas P

Series 63, Series 65

Grand Rapids, MI

Hungerford Financial LLC

Thomas Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held leadership roles at several firms, including HANC Wealth Management LLC and Genesis Financial, the latter of which he owns as a personal tax preparation entity. Outside of advisory work, he owns an independent insurance agency specializing in life, health, and other non-variable insurance products. Hungerford Financial serves individuals, charities, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a risk-focused investment approach that combines strategic asset allocation with tactical adjustments and integrates artificial intelligence and data analytics to support research and risk monitoring, while maintaining advisor oversight.

Business succession planning Founder/Business Owner Executive
user avatar

Connor P

Series 66

Grand Rapids, MI

Hungerford Financial LLC

Connor Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. He has worked with United Planners Financial Services of America and Hungerford Financial since 2017. Outside of advisory roles, Price owns Red Elk Tax Services, a tax preparation and accounting business. Hungerford Financial serves individuals, charities, and pension and profit-sharing plans by providing portfolio management, written financial planning, and retirement plan consulting. The firm uses a strategic asset allocation approach with tactical adjustments, emphasizing value, safety, quality, and risk control, and incorporates artificial intelligence and data analytics to support decision-making.

Business succession planning Founder/Business Owner Executive
user avatar

Aaron S

CFP®, Series 66

Grand Rapids, MI

Hungerford Financial LLC

Aaron Sal is a CFP® with four years of industry experience, currently serving as a wealth advisor at Hungerford Financial LLC in Grand Rapids, MI. He has been a shareholder at Hungerford Nichols CPA’s + Advisors since 2002 and serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and pension and profit-sharing plans, offering portfolio management, written financial planning, and retirement plan consulting. The firm emphasizes strategic asset allocation combined with tactical adjustments, focusing on value, safety, quality, and risk control, and integrates artificial intelligence and data-analytic tools to support its research and portfolio management.

Business succession planning Founder/Business Owner Executive
user avatar

Nathaniel B

Series 66

Grand Rapids, MI

Hungerford Financial LLC

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Morgan Stanley, United Planners Financial Services, and various positions outside the financial industry. Hungerford Financial serves individuals, charities, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm emphasizes strategic asset allocation with tactical adjustments focused on value, safety, quality, and risk control, utilizing artificial intelligence and data analytics to support its advisory process.

Business succession planning Founder/Business Owner Executive
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