Hunter Collier
KLD Wealth Management · Lebanon, Ohio
Hunter Collier is a fee-only financial advisor at KLD Wealth Management in Lebanon, Ohio. KLD Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | KLD Wealth Management |
|---|---|
| Based in | Lebanon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.6M across 77 accounts |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 7351704 |
| Exams passed | Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kldwealth.com |
How Hunter's firm compares
- KLD Wealth Management's average account is about $112,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Hunter
Is Hunter Collier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hunter holds no broker registration, and KLD Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hunter charge for financial advice?
Hunter's firm, KLD Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hunter Collier based?
Hunter Collier is based in Lebanon, Ohio.
Is Hunter Collier registered with the SEC?
Yes. Hunter Collier is registered as an investment adviser representative in KY, OH and TX (CRD 7351704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KLD Wealth Management manage?
KLD Wealth Management reports $8.6M across 77 accounts in assets under management.
How do I contact Hunter Collier?
Through Hunter's website, www.kldwealth.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
- 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.
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