HUNGERFORD FINANCIAL LLC
SEC RegisteredYour Wealth Your Future Our Expertise
About the firm
Hungerford CPAs & Advisors is an independent financial advisory firm offering in-depth, personalized financial planning that goes beyond investments and budgeting to encompass financial goals, risk tolerance, income, expenses, assets, liabilities, insurance needs, tax strategies, and estate planning. Their process incorporates a detailed CORE 360 strategy to create a customized financial roadmap aligned with each client's unique circumstances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, investment management, tax planning, and college planning, delivered through an independent, client-first approach using a CORE 360 strategy.
Who they serve
Individuals and families seeking personalized financial guidance to support their goals and aspirations while considering the broader financial picture.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 191 | $71M |
| High Net Worth Individuals | 94 | $290M |
| Charitable Organizations | 22 | $35M |
| State/Municipal Entities | 35 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HUNGERFORD FINANCIAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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