Hiley Hunt Wealth Management, Inc. at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 265 individual clients, 108 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 1,044 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | hileyhunt.com |
| [email protected] | |
| Phone | (402) 504-9347 |
Questions about Hiley Hunt Wealth Management, Inc.
How much does Hiley Hunt Wealth Management, Inc. charge?
Hiley Hunt Wealth Management, Inc. publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Hiley Hunt Wealth Management, Inc. paid?
Hiley Hunt Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hiley Hunt Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Hiley Hunt Wealth Management, Inc., and 3 hold the CFP.
What is the average account at Hiley Hunt Wealth Management, Inc.?
Hiley Hunt Wealth Management, Inc.'s average account is about $277,000. That's the assets on its Form ADV divided by its 1,044 accounts.
What does Hiley Hunt Wealth Management, Inc. specialize in?
Hiley Hunt Wealth Management, Inc.'s advisors and website list retirement planning, estate & legacy planning and family wealth transfer.
Hiley Hunt Wealth Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$0 – $2,000,000 1.00%" source
"most valuable and actionable for clients with $500,000 or more in investable assets" source
"We typically engage with clients in an on-going capacity where coordinated financial planning and investment management services are rendered in a continuing agreement." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $290 million |
| Individual clients | 157 |
| High-net-worth clients | 108 |
| Accounts managed | 1,044 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-117814) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 164942 |