Daniel
Hughes

Hughes Financial Services, LLC

CRD#2564983
Investment Advisor
in Herndon, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Hughes is a certified financial planner who works in Herndon, Virginia with a total of 8 years of relevant experience. Hughes is currently employed by Hughes Financial Services, LLC. Their career trajectory has included roles at Wfg Advisors, Lp, Wfg Investments, Inc and Hughes Financial Services, LLC. Hughes holds a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in Texas and Virginia. Hughes Financial Services, LLC is a financial advisory company based out of Herndon, VA. It administers $400 million in assets under management among its 1,740 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,740 customer accounts, 24% belong to high-net-worth investors who have at least $1 million in investable assets. Hughes Financial Services, LLC offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services are provided. Fee types charged by Hughes Financial Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2201 Cooperative Way Suite 150
Herndon, VA 20171

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hughes Financial Services, LLC Brokerage Details

Total Assets Under Management

$399,762,960

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

1,740

VA Average: 1,458
Average Account Size

$229,749

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Daniel Hughes Work History

Daniel has been registered as a financial advisor for 8 years.*

2009 - Present (15 years)

Hughes Financial Services, LLC

2009 - 2015 (6 years)

Wfg Advisors, Lp

2009 - 2015 (6 years)

Wfg Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Hughes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hughes Financial Services, LLC

Patrick Moore
Herndon, VA
Berkeley Meredith
Herndon, VA
Daniel Hughes
Herndon, VA
Paul Hughes
Herndon, VA
Heather Wilson
Herndon, VA
Patrick Hughes
Herndon, VA
Jo Ann Weinhardt
Herndon, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started