A complete list of active advisors currently associated with Hurley Financial Group, Inc.
Warmer can help you find a great advisor at Hurley Financial Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hurley Financial Group, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Corvallis, OR
| 38
| |
Corvallis, OR
| 11
| |
Corvallis, OR
| 24
| |
Corvallis, OR
| 3
|
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