Fee-only firm
Compensated by clients; does not sell products or take commissions.
Fee-only financial planning is a core offering at Hughes Warren, Inc., an independent registered investment advisor in Edmond, Oklahoma. The firm serves individuals, families, and small businesses, with financial, retirement, and investment planning. It develops investment strategies around each client's situation, considering income and liquidity needs, tax status, current investments, and risk tolerance when constructing portfolios. Planning can also address cash flow, risk management, tax matters, estate planning, and retirement. Assistance with current employer retirement plan allocations is available to people who are still employed. The firm can coordinate with clients' tax and estate planning professionals. Its planners have more than 50 years of combined experience in financial management and estate planning. As a fee-only firm, it says it receives compensation from clients and does not sell products or receive commissions, trails, or referral fees.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Hughes Warren Inc. and not provided by the business.
Compensated by clients; does not sell products or take commissions.
Planning includes retirement and employer plan allocation assistance.
Portfolios consider each client's needs, tax status, and risk toleranc
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