A complete list of active advisors currently associated with Hull Wealth Management

Warmer can help you find a great advisor at Hull Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hull Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.