Hurst Wealth Advisors, PC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,949,268
Clients
116
Advisors
1
of 1 employees
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
Expertise
Occupation focus
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
221 Sellers Street
Douglas GA 31533
Advisors at this office
1
Most active in
Georgia
Also doing business as
Hurst Financial Advisors, Pc · Hurst Wealth Advisors, Pc
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.
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:
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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.
Forms ADV
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