Hunt Wealth

Hunt Wealth Planning, LLC (dba Hunt Wealth) is a fee‑only registered investment adviser managing roughly $1.25 million in client assets. The firm provides investment management—typically on a discretionary basis for pooled or institutional accounts—and also offers both ongoing and project‑based financial planning and related consulting services.

Its investment process blends modern portfolio theory with fundamental and cyclical analysis and uses a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs; the firm can also incorporate ESG screens or cryptocurrency exposure when a client requests those approaches. Hunt Wealth leverages third‑party technology and platforms, including participation in the Altruist Model Marketplace, and implements portfolios through a combination of in‑house allocations and delegated managers.

What is distinctive about the firm is its structured role in selecting and coordinating with other advisers: Hunt Wealth assists clients with outside manager onboarding, model selection, and ongoing review while not sharing in the outside managers’ fees. For a firm of its scale, it also formalizes project‑based planning engagements and documents the use of model‑marketplace workflows and outside manager oversight as part of its standard practice.