# Zachary Hubbard

> Zachary Hubbard is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland, who holds the CFP credential. Zachary charges a percentage of assets.

Page: https://find.wellspent.co/advisors/zachary-hubbard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sargent Investment Group
- **Based in:** Bethesda, Maryland
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.48B across 1,381 accounts
- **Credentials:** CFP
- **CRD:** 6284209 (https://adviserinfo.sec.gov/individual/summary/6284209)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.sargentinvestmentgroup.com

## Frequently asked questions

### Is Zachary Hubbard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Sargent Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary charges a percentage of assets.

### Where is Zachary Hubbard based?

Zachary Hubbard is based in Bethesda, Maryland.

### What credentials does Zachary Hubbard hold?

Zachary Hubbard holds the CFP credential.

### Is Zachary Hubbard registered with the SEC?

Yes. Zachary Hubbard is registered as an investment adviser representative in MD and TX (CRD 6284209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sargent Investment Group manage?

Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.

### How do I contact Zachary Hubbard?

Through Zachary's website, www.sargentinvestmentgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6284209): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sargentinvestmentgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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