W Wellspent Public advisor graph
Wellspent public graph/Advisors/Edward Huffman
Advisor

Edward Huffman

Huffman Financial Services · Stuart, Florida

Edward Huffman is a fee-only financial advisor at Huffman Financial Services in Stuart, Florida. Huffman Financial Services reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

Request an introduction to Edward →

Facts

FirmHuffman Financial Services
Based in Stuart, Florida
Fee model (firm's Form ADV)Percentage of assets
Assets under management$20.1M across 169 accounts
SEC registration Investment adviser representative in NY · CRD 1071488
Firm size1 employee
Disclosures None reported

How Edward's firm compares

  • Huffman Financial Services's average account is about $119,000, from its Form ADV (assets managed divided by 169 accounts).

What fee-only advisors charge in Florida

Request an introduction to Edward

Tell Edward a little about what you're looking for. Edward 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 Edward

Is Edward Huffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Huffman Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Edward charge for financial advice?

Edward's firm, Huffman Financial Services, reports charging a percentage of assets on its SEC Form ADV.

Where is Edward Huffman based?

Edward Huffman is based in Stuart, Florida.

Is Edward Huffman registered with the SEC?

Yes. Edward Huffman is registered as an investment adviser representative in NY (CRD 1071488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Huffman Financial Services manage?

Huffman Financial Services reports $20.1M across 169 accounts in assets under management.

How do I contact Edward Huffman?

Contact details aren't on file yet. Search for Huffman Financial Services.

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
  • 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.