Hull Wealth Management

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Client assets under management

$138,633,720

Clients

202

16% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

101

Very High

Average account size

$686,306

About

Hull Wealth Management serves individuals (including high-net-worth clients), businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm also provides access to separately managed accounts via the FMAX Essentials SMA program and offers occasional non‑investment consulting on estate, tax, and insurance implementation.

The firm manages approximately $138.6 million in discretionary assets and implements both a more active Strategic Allocation service and a Basic Asset Allocation buy‑and‑hold approach, drawing on fundamental, technical, charting and cyclical analysis. Custody and trade execution are conducted through Fidelity/NFS and the firm monitors accounts on an ongoing basis with quarterly custodian statements and periodic reviews.

What is distinctive is the firm’s client density: the brochure reports about 202 client relationships with a single primary advisor, a client load that is uncommon among similar supported firms. The brochure also discloses that a principal is licensed to sell insurance and may receive commissions for insurance products (the firm indicates insurance activities consume less than 5% of its time), a potential conflict the firm addresses through disclosure and internal policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Wealth management Long-term care insurance

Fee options

Fixed

Financial planning flat fees up to $10,000

Percentage

$0 - $999,999: 1.45% $1,000,000 - $1,999,999: 1.30% $2,000,000 - $2,999,999: 1.15% $3,000,000+: 1.00%

Commissions

Insurance products recommended on commission basis by a licensed agent (less than 5% of time)

Project-based

Hourly financial planning fees up to $400/hour

Other

Minimum fee: Minimum Platform Fee for SMA accounts: $25 annually per client account Fee-only: Financial planning fees range from $500 to $10,000; hourly fees up to $400/hour; flat fees up to $10,000

Main office location

Hull Wealth Management

215 A Castlewood Drive

Murfreesboro TN 37129, United States

Number of offices

Most active in

Florida · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 615 896-1181

Advisors at this firm

Michael H

CFP®, Series 63

Murfreesboro, TN

Hull Wealth Management

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Retirement income strategy Wealth management Long-term care insurance

Lori C

Series 65

Murfreesboro, TN

Hull Wealth Management

Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation with over 14 years of experience at the firm. Her work history at Hull spans from 2013 to the present. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in assets and offers both active and buy-and-hold investment approaches, combining fundamental, technical, charting, and cyclical analysis.

Retirement income strategy Wealth management Long-term care insurance

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