Richard Hurley
Richard Hurley is a CFP-designated registered investment advisor at Heirloom Wealth Management LLC, based in Greenwood Village, CO, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 725 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heirloom Wealth Management charges a fee based on a percentage of the assets they manage. The maximum fee is 1.75%. For some clients, HWM offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement. Fees are calculated on the average monthly balance of the account and billed monthly in arrears. The firm may negotiate a lower advisory fee or waive the minimum fee. Employees and their family related accounts are charged a reduced fee.
Location
6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO, 80111
Get directionsHistory
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 ActivitiesSells Insurance
Richard is a trustee for two trusts, serves on the board of the American Lung Association of Colorado, and is an insurance agent selling life, accident, and health insurance products, dedicating about 10-20% of his time. He also owns 50% of Heirloom Tax Solutions, LLC, providing tax planning and coordination, dedicating a few hours per week.
Employment History
Current Registrations
Heirloom Wealth Management LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
State Registrations2 states
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.