# Sam Huszczo

> Sam Huszczo is a fee-only financial advisor at SGH Wealth Management in Lathrup Village, Michigan, who holds the CFA and CFP credentials. SGH Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sam-huszczo/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SGH Wealth Management
- **Based in:** Lathrup Village, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $561.8M across 427 accounts
- **Credentials:** CFA, CFP
- **CRD:** 4677793 (https://adviserinfo.sec.gov/individual/summary/4677793)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://sghwm.com

## Frequently asked questions

### Is Sam Huszczo a fee-only financial advisor?

Yes. Sam Huszczo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sam's firm.

### How does Sam charge for financial advice?

Sam's firm, SGH Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sam Huszczo based?

Sam Huszczo is based in Lathrup Village, Michigan.

### What credentials does Sam Huszczo hold?

Sam Huszczo holds the CFA and CFP credentials.

### Is Sam Huszczo registered with the SEC?

Yes. Sam Huszczo is registered as an investment adviser representative in MI and TX (CRD 4677793), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SGH Wealth Management manage?

SGH Wealth Management reports $561.8M across 427 accounts in assets under management.

### How do I contact Sam Huszczo?

Through Sam's website, sghwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52580): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.