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April Hurlburt

16 Years of Experience
The Villages, FL

April Hurlburt is a registered investment advisor at Blackston Financial Advisory Group, LLC, based in The Villages, FL, with 16 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,012 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,012 clients
Average Client Portfolio
$297K average
Assets Under Management
$300.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable.

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

8564 E. County Road 466, Suite 302, The Villages, FL, 32162

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackston Financial Advisory Group, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - June 2024 · 3 yrs 4 mos
Truist Advisory Services, INC.
February 2021 - June 2024 · 3 yrs 4 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2017 - January 2018 · 6 mos
Bb&t Investment Services, INC.Broker
July 2017 - January 2018 · 6 mos
M&t Securities, INC.
April 2014 - July 2017 · 3 yrs 3 mos
M&t Securities, INC.Broker
August 2009 - July 2017 · 7 yrs 11 mos
State Registrations1 state
FL
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.