Hubbell Strickland Wealth Management, LLC

SEC-regulated
Registered investment advisor
Hubbell Strickland Wealth Management, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in May 2019, the firm is owned by Steven J. Hubbell, Carson W. Strickland, and Todd S. Hubbell. As of 12/31/24, the firm had $540,333,694 of assets under management, with services provided on a discretionary or non-discretionary basis. Clients have the option to engage in financial planning and consulting services, with fees ranging from $1,000 to $25,000. Wealth management services are offered for an annual fee based on assets under management, with a tiered fee schedule. The firm primarily allocates client assets among various mutual funds, ETFs, ETNs, and individual securities based on client objectives. Investment strategies focus on fundamental analysis and asset allocation to optimize risk and reward. Clients have the discretion to make additions or withdrawals from their accounts, with account reviews conducted at least annually. The firm does not provide services for a performance-based fee and does not impose minimum account requirements. Hubbell Strickland Wealth Management, LLC does not accept proxy voting authority and has not been involved in any material legal or disciplinary events.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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