How does the advisor help clients – Key Takeaways:
Hurlburt Financial is a leading financial advisory firm that provides expert guidance and solutions to clients across various industries. Their team of experienced advisors helps individuals, families, and businesses achieve their financial goals through a comprehensive approach that includes personalized strategies and investment management.
Key takeaways from working with Hurlburt Financial include:
- A personalized, client-focused approach to financial planning
- Expert guidance and solutions tailored to individual needs and goals
- A comprehensive approach that includes investment management, retirement planning, estate planning, and more
- A commitment to empowering clients to make informed financial decisions
Facts and Insights
Hurlburt Financial was founded in 1995 and has been serving clients for over 25 years. They currently manage over $500 million in assets and have a team of 10 experienced advisors ready to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25+ years |
Financial Services Offered
Hurlburt Financial offers a wide range of financial services to individuals, families, and businesses. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
- Business Planning
- And more
Client Types
The team at Hurlburt Financial works with a diverse clientele, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Retirees
- And more
Fees & Compensation
Hurlburt Financial operates as a fee-only financial advisor, which means they are compensated through a percentage of assets under management. This aligns their interests with those of their clients, as they only succeed when their clients succeed.
Background
Hurlburt Financial was founded by John Hurlburt, a highly experienced and knowledgeable financial advisor with over 30 years of industry experience. His leadership and dedication to providing personalized and quality services have helped the firm become a reputable name in the financial industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest or disclosures. Hurlburt Financial has a clean regulatory record and operates with full transparency, providing clients with all necessary information about their services and compensation structure.