Robert Hunt Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
125
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$0
About
The firm provides fee-for-service financial planning, investment advice and financial education to individuals, high-net-worth individuals, trusts and families. Offerings include written and verbal analysis and recommendations along with periodic periodicals and client-focused seminars or workshops to support planning and decision-making.
The firm emphasizes low-cost, predominantly index fund solutions and market-capitalization indexing, with recommendations centered on asset allocation, expense control and tax considerations. Services are advisory and limited in scope: the adviser does not exercise investment discretion, does not custody client assets, and the firm does not provide ongoing portfolio management for individual accounts.
Compared with peers, the firm’s business model relies on hourly and prepaid membership tiers rather than percentage-of-assets fees or performance-based compensation. It is also notable for publishing periodicals and offering educational workshops—services that are uncommon among similar independent advisers—while maintaining a fee-only approach with no commissions or soft-dollar arrangements.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
Passive / index investing
Fee options
Select Membership setup fee $995; Private Client Membership setup fee $1,995; Annual prepaid hours fees $499 (Select) and $999 (Private Client).
Basic Membership: $450/hour; Select Membership: $250/hour after prepaid hours; Private Client Membership: $200/hour after prepaid hours.
Fee-only: Hourly rates ranging from $450 to $200 depending on membership level, with prepaid hours and setup fees.
Main office location
Robert Hunt Financial, LLC
Dallas TX, United States
Number of offices
1
Most active in
Robert Hunt Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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