Andrew Hunt
CFP®, ChSNC®
EP Wealth Advisors
Vice President/Advisor
Andrew Hunt
CFP®, ChSNC®
EP Wealth Advisors
Vice President/Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrew Hunt, CFP®, ChSNC®
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Andrew Hunt is a Dallas, TX fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Hunt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Andy Hunt has more than 26 years of experience in financial services. He joined EP Wealth Advisors in 2022. Among his previous roles are Director, Wealth Management at Polaris Wealth Advisory Group, LLC, as well as positions at Fidelity Investments and Charles Schwab. Andy works with families and individuals who need help navigating the financial world of business ownership, retirement planning, and providing for family members with disabilities. He was inspired to choose his career in part by a personal experience during his junior year of college: he saw his parents’ stock broker lose almost their entire life savings. Andy dedicated himself to wealth management because he never wanted to see that happen to anyone again. His chief advice to clients is, “Live within your means.” When he’s not helping clients live their best financial lives, Andy is an avid runner and reader, and is active in the church community at Highland Park Methodist Church. He is the father of two daughters, one of whom is a special needs child with CHARGE Syndrome. Andy serves on the Board of Directors for Jeffrey Has Heart, a non-profit that supports families with children who have congenital heart disease.
Education
Southern Methodist University Cox School of Business, MBA
Southern Methodist University, B.A., Religious Studies
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andrew Hunt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Andrew Hunt is a Chartered Special Needs Consultant® (ChSNC®)ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
Contact Andrew Hunt
Office Locations:
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3500 Maple Avenue
Suite 1160
Dallas, TX 75219
