Hughes Warren

Hughes Warren at a glance

• One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 6 employees and 808 individual clients, 47 of them high net worth.
• Its average account is about $273,000 (assets it manages divided by its 808 accounts).

Fee-only advisors in Oklahoma

Facts

Hughes Warren fees

Hughes Warren doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Melinda Warren

  CFP

• Theodore Hughes

  CFP