Daniel Hughes
Live Oak Private Wealth · Wilmington, North Carolina
Daniel Hughes is a fee-only financial advisor at Live Oak Private Wealth in Wilmington, North Carolina, who holds the CFP credential. Daniel focuses on retirement planning and estate & legacy planning. Live Oak Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Daniel →
Specialties
Facts
| Firm | Live Oak Private Wealth |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 1,157 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7097869 |
| Exams passed | Series 65 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.liveoakprivatewealth.com |
How Daniel's firm compares
- Live Oak Private Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,157 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Hughes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Live Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Live Oak Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Hughes based?
Daniel Hughes is based in Wilmington, North Carolina.
What does Daniel specialize in?
Daniel's specialties include retirement planning and estate & legacy planning.
What credentials does Daniel Hughes hold?
Daniel Hughes holds the CFP credential.
Is Daniel Hughes registered with the SEC?
Yes. Daniel Hughes is registered as an investment adviser representative in NC (CRD 7097869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Live Oak Private Wealth manage?
Live Oak Private Wealth reports $1.32B across 1,157 accounts in assets under management.
How do I contact Daniel Hughes?
Through Daniel's website, www.liveoakprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Live Oak Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.