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Brian Hull

Hull Wealth Management LLC
1 Year of Experience
Liberty Lake, WA
1 Disclosure
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Brian Hull is a registered investment advisor at Hull Wealth Management LLC, based in Liberty Lake, WA, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more.

Hull Wealth Management LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.50%
$1.0M - $2.0M0.50%
$2.0M - $6.0M0.50%
$6M+0.50%

Fees are expressed as a flat dollar amount calculated using an effective rate of approximately 0.50% based on household assets. Fees for assets over $6 million are negotiable between 0.45% and 0.50%. Minimum annual fee is $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Liberty Lake, WA

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History

Regulatory History (1)
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Civil Bond
August 2002
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Employment History
Current Registrations
Hull Wealth Management LLC
June 2026 - Present · 4 mos
Previous Registrations
B & H Investment Management, LLC
January 2003 - December 2003 · 11 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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