Hurlburt Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,111,575
Clients
152
Advisors
2
of 7 employees
About
Hurlburt Financial serves individual and high‑net‑worth clients as well as trusts, estates, corporations and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm prepares individualized Investment Policy Statements and also offers limited advice on real estate syndications and other non‑securities matters.
The firm’s investment approach is value‑driven and based on fundamental analysis, with a long‑term orientation that emphasizes companies with strong balance sheets, dividend histories and international exposure; tactical and implementation decisions are guided by the client’s IPS. Tactical portfolio execution is typically delegated to selected sub‑advisors through a CPAlliance arrangement, while Hurlburt Financial retains oversight and coordinates communications between clients and sub‑advisors.
Notable differences from many peers include operating under an affiliated Certified Public Accounting practice with firm leadership holding CPA/PFS credentials and devoting substantial time to tax and accounting work. The firm also conducts free educational seminars on investing fundamentals, recommends use of Fidelity’s institutional program for custody, and routinely uses an unaffiliated sub‑advisor network for day‑to‑day portfolio management.
Client services
Expertise
Fee options
Consulting fees charged as fixed fees typically starting at $350 and up, depending on complexity and agreement.
$0 - $3,000,000: 1.500% total (0.850% HF + 0.650% Sub-Advisor) $3,000,001 - $5,000,000: 1.000% total (0.570% HF + 0.430% Sub-Advisor) $5,000,001+: 0.750% total (0.430% HF + 0.320% Sub-Advisor)
Consulting fees charged hourly ranging from $150 to $250 per hour, depending on complexity and agreement.
Fee-only: Investment supervisory services fees based on assets under management; financial planning and consulting fees charged separately.
Main office
5125 S. Lakeland Drive #4
Lakeland FL 33813-2578
Advisors at this office
2
Most active in
Florida
Also doing business as
Evans & Hurlburt Cpas , Pa · Hurlburt Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mitchell B
Series 65
Lakeland, FL
Hurlburt Financial
Mitchell Bruner is a financial advisor at Hurlburt Financial in Lakeland, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Hurlburt Financial, he worked in engineering and various other roles from 2016 to 2024. Hurlburt Financial serves individual and high-net-worth clients as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm follows a value-driven investment approach based on fundamental analysis and utilizes an affiliated CPA practice to integrate tax and accounting services.
Robert H
PFS™, Series 63, Series 65
Lakeland, FL
Hurlburt Financial
Robert Hurlburt is a financial advisor at Hurlburt Financial with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Evans & Hurlburt CPAs, PA, a CPA firm specializing in tax preparation and accounting. Hurlburt Financial serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach focuses on fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors while maintaining oversight and client communication.
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