{"url":"https://nivawealth.com/firms/hughes-financial-services-173195","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173195","regulatoryAum":759792822,"crd":"173195","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8273565","suffix":null,"lastName":"Fernandes","firstName":"Kristina","middleName":"Adrianna"},{"crd":"2564983","suffix":null,"lastName":"HUGHES","firstName":"DANIEL","middleName":"SCOTT"},{"crd":"6370393","suffix":null,"lastName":"HUGHES","firstName":"PATRICK","middleName":"THOMAS"},{"crd":"1061716","suffix":null,"lastName":"HUGHES","firstName":"PAUL","middleName":"THOMAS"},{"crd":"6968021","suffix":null,"lastName":"MEREDITH","firstName":"BERKELEY","middleName":"BYRON"},{"crd":"8256053","suffix":null,"lastName":"Milligan","firstName":"Eleni","middleName":null},{"crd":"7027228","suffix":null,"lastName":"MOORE","firstName":"PATRICK","middleName":null},{"crd":"2426870","suffix":null,"lastName":"WEINHARDT","firstName":"JO 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They include 557 individual clients, 282 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hughes Financial Services offer?","answer":"Hughes Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hughes Financial Services charge?","answer":"Hughes Financial Services charges 0.50%–1.15% a year for its HFS Institutional Management. The fee is billed in advance and is negotiable.","source":"HUGHES FINANCIAL SERVICES, LLC APPENDIX I, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hughes Financial Services use?","answer":"Hughes Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $745M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hughes Financial Services have?","answer":"Hughes Financial Services has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hughes Financial Services invest in?","answer":"At the end of its last fiscal year, Hughes Financial Services’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hughes Financial Services?","answer":"Hughes Financial Services is owned through a chain of holding companies by Kestra Advisor Services Holdings A, Inc., Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. Its direct owners are Bluespring Wealth Partners, LLC (75% or more) and Kingfisherholding A, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hughes Financial Services get paid?","answer":"Hughes Financial Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hughes Financial Services registered with the SEC?","answer":"Yes, Hughes Financial Services has been registered with the SEC as an investment adviser since 2 February 2015. 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