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Hurlburt Financial

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Client assets under management

$63,111,575

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Clients

152

12% high-net-worth

Advisors

2

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

76

High

Average account size

$415,208

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General tax planning Wealth management

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Fee options

Fixed

Consulting fees charged as fixed fees typically starting at $350 and up, depending on complexity and agreement.

Percentage

$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)

Project-based

Consulting fees charged hourly ranging from $150 to $250 per hour, depending on complexity and agreement.

Other

Fee-only: Investment supervisory services fees based on assets under management; financial planning and consulting fees charged separately.

Main office location

Hurlburt Financial

5125 S. Lakeland Drive #4

Lakeland FL 33813-2578, United States

Number of offices

2

Most active in

More info

Florida

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 863-701-9717

Advisors at this firm

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user avatar

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. He joined the firm in 2024 and has prior work experience in engineering and service industries. Hurlburt Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach emphasizes fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors under Hurlburt’s oversight.

General tax planning Wealth management
user avatar

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.

General tax planning Wealth management
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