AdvisorRanked
95
Clean

HILEY HUNT WEALTH MANAGEMENT, INC.

9850 NICHOLAS STREET, OMAHA, NE 68114
Fiduciaryfee-onlySEC Registered
402-504-9347 HTTPS://WWW.LINKEDIN.COM/IN/JASON-HILEY-CFP%C2%AE-b24a38/ CRD #164942
$290M
Assets Managed
3
Clients
3
Employees
7
Years Active
since 2019

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46052. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 7 years.

Firm Details

Legal NameHILEY HUNT WEALTH MANAGEMENT, INC.
CRD Number#164942
SEC RegisteredYes
Registration Date2019-12-18
States RegisteredNE
Assets Under Management$290M
Number of Clients3
Employees3
Compensation Typefee-only
Last ADV Filing46052

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Frequently Asked Questions

Is HILEY HUNT WEALTH MANAGEMENT, INC. a fiduciary?

Yes. HILEY HUNT WEALTH MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does HILEY HUNT WEALTH MANAGEMENT, INC. charge clients?

HILEY HUNT WEALTH MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does HILEY HUNT WEALTH MANAGEMENT, INC. have any complaints?

No. HILEY HUNT WEALTH MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 7 years of operation.

How does HILEY HUNT WEALTH MANAGEMENT, INC. compare to other advisors in OMAHA?

HILEY HUNT WEALTH MANAGEMENT, INC. has a Red Flag Score of 95/100. There are 45 registered advisory firms in OMAHA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46052. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.