Hurst Wealth Advisors, PC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,949,268
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
116
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
116
Very HighAverage account size
$335,770
About
Hurst Wealth Advisors, P.C. provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, entrepreneurs, corporate executives, trusts and estates, small businesses, and retirement plans, including 401(k), pension and profit‑sharing plans. Services include investment management, retirement and estate planning, tax-aware financial planning, and acting as an ERISA investment fiduciary for plan sponsors.
The firm’s investment approach emphasizes strategic asset allocation, documented investment policy statements, and disciplined rebalancing informed by academic research; portfolios generally use low‑cost, tax‑efficient mutual funds (including institutional funds available through Dimensional) and may include customized fixed‑income strategies for larger accounts. Clients receive ongoing monitoring, consolidated quarterly reporting, and planning‑focused review conferences that coordinate investment decisions with tax, insurance, and estate considerations.
Distinctive features include operational ties to affiliated accounting, audit, payroll and tax‑strategy entities that facilitate integrated tax and retirement‑plan consulting. The firm’s provision of pension consulting, plan platform reviews and services to charitable organizations, foundations, and other institutional clients is notable, as those institutional and pension‑related services are relatively uncommon among independent RIAs.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Roth conversion strategy
Tax-loss harvesting
Concentrated stock management
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fees are fixed or negotiated based on complexity.
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Directors: $250/hour; Private Wealth Advisors: $175/hour; Financial Services Coordinators: $90/hour.
Minimum fee: Fees are negotiable; minimum fee amounts not specifically stated; the firm may waive its minimum fee or charge a lesser fee based on special criteria. Fee-only: Fee-only firm; does not accept commissions, 12b-1 fees, trades are managed for fees only.
Main office location
Hurst Wealth Advisors, PC
221 Sellers Street
Douglas GA 31533, United States
Number of offices
1
Most active in
Hurst Wealth Advisors, PC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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