Robert Hurlburt is a PFS-designated registered investment advisor at Hurlburt Financial, based in Lakeland, FL, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 162 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hurlburt Financial uses sub-advisors to manage client investments. The total annual fee is a combination of the sub-advisor's fee and Hurlburt Financial's fee, calculated as a percentage of your portfolio. There are different fee schedules depending on the service:
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CPAlliancetm Investment Supervisory Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
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CPAlliancetm 401(k) Services:
- Up to $1,000,000,000: 1.00%
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CPAlliancetm 401(k) Pilot Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
All fees are subject to negotiation.
Location
5125 S. Lakeland Drive #4, Lakeland, FL, 33813-2578
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is an owner of Evans & Hurlburt CPAs PA, a CPA firm providing tax preparation and accounting services. He spends about 10-20% of his time supervising staff.
Employment History
Current Registrations
Hurlburt Financial
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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.