Hurley Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$400,778,764
Clients
467
Advisors
4
of 6 employees
About
Hurley Financial Group primarily serves individual and high‑net‑worth households at or nearing retirement, delivering comprehensive wealth management that includes investment management, advanced planning (wealth protection, wealth transfer, tax planning, charitable gifting and education funding), and relationship management with outside professionals. The firm reported approximately $407 million in discretionary assets under management as of December 31, 2025 and offers its advisory program through the Schwab Advisor Services platform.
The firm constructs low‑correlating global portfolios composed of three components — a Core sleeve (U.S. and international equities and bonds), Absolute Return tactical strategies that adjust allocations using mathematical processes, and Non‑Traded Assets such as non‑traded REITs, private placements and secured notes — and it may use variable annuities with living or death benefits where appropriate. Portfolios are monitored on an ongoing basis under discretionary authority in the Schwab Advisor Services program, with client communications that include in‑depth meetings and quarterly letters on market views.
Notable departures from many peers include the firm’s dual role in advisory and commission‑generating activities: advisors also sell insurance and investment products and disclose they may receive commissions (including 12b‑1 fees in a registered‑representative capacity), and non‑traded asset allocations can be managed on a fee basis or in lieu of fees via commissions. The brochure also indicates a relatively large client base for a four‑advisor team (467 clients, roughly 117 clients per advisor) and a centralized review process in which the advisor is the sole decision‑maker for account reviews, which may affect the frequency and structure of client reporting and oversight.
Client services
Expertise
Occupation focus
Fee options
Flat fees between $250 and $1,500 for financial planning services; $500 quarterly flat planning fee for clients below minimum
$0 - $1,000,000: 1.60% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.60% annually
Commission income on sale of insurance and investment products; possible 12b-1 fees and referral commissions
Hourly fees between $150 and $250 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Hourly fees between $150 and $250 per hour; flat fees between $250 and $1,500 for financial planning or consulting
Main office
111 SW 4th Street
Corvallis OR 97333
Advisors at this office
4
Most active in
Arizona · California · Colorado · Idaho · Oregon · Texas · Washington
Also doing business as
Dorann Alderin Hurley,Dba,Hurley Financial Group · Hurley Financial Group · Hurley Financial Group, Inc. · Hurley Financial Group,Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Dorann H
Series 63, Series 65
Corvallis, OR
Hurley Financial Group, Inc.
Dorann Hurley is a financial advisor at Hurley Financial Group, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management, Inc. since 2007 while also operating Hurley Financial Group since 1987. Outside of advisory work, she has sales roles with B3 Science Bands and EternalPure. Hurley Financial Group serves primarily high-net-worth individuals and households nearing or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm constructs globally diversified portfolios with a mix of core equity and bond allocations, tactical absolute return strategies, and non-traded assets, delivering ongoing portfolio oversight and research communications through the Schwab Advisor Services platform.
Keith M
CFP®, Series 66
Corvallis, OR
Hurley Financial Group, Inc.
Keith Marshall is a CFP® with 10 years of experience, currently serving as a financial advisor at Hurley Financial Group, Inc. He has worked at Hurley Financial Group and Geneos Wealth Management since 2014. Outside of his advisory role, he serves as a board member of OnBelay Ministries and holds a notary public commission. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, offering comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning for tax, wealth transfer, charitable gifting, and education funding. The firm constructs diversified global portfolios using core equity and bond allocations, absolute return strategies, and non-traded assets, while providing ongoing portfolio monitoring and quarterly research communications.
Megan S
Series 63, Series 65
Corvallis, OR
Hurley Financial Group, Inc.
Megan Schneider is a financial advisor at Hurley Financial Group, Inc. in Corvallis, OR, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Hurley Financial Group since 2004 and Geneos Wealth Management, Inc. since 2007. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm employs a diversified global portfolio approach and offers ongoing client relationship management through the Schwab Advisor Services platform.
Daniel T
Series 66
Corvallis, OR
Hurley Financial Group, Inc.
Daniel Thom is a financial advisor at Hurley Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hurley Financial Group and Geneos Wealth Management, among other firms. Outside of his advisory work, he is involved in furniture flipping and is a notary public. Hurley Financial Group primarily serves individual and high-net-worth households at or nearing retirement, offering comprehensive wealth management services including investment management and advanced planning. The firm manages approximately $407 million in discretionary assets and constructs globally diversified portfolios combining core equities and bonds, tactical strategies, and non-traded assets.
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