Advisor at Hull Wealth Management
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Firm
Hull Wealth Management
Location
Murfreesboro, TN 37129
Credentials
CFP®, Series 63
Industry experience
40 years
Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.
Based on Hull Wealth Management
Based on Hull Wealth Management
Financial planning flat fees up to $10,000
$0 - $999,999: 1.45% $1,000,000 - $1,999,999: 1.30% $2,000,000 - $2,999,999: 1.15% $3,000,000+: 1.00%
Insurance products recommended on commission basis by a licensed agent (less than 5% of time)
Hourly financial planning fees up to $400/hour
Minimum fee: Minimum Platform Fee for SMA accounts: $25 annually per client account Fee-only: Financial planning fees range from $500 to $10,000; hourly fees up to $400/hour; flat fees up to $10,000
215 A Castlewood Drive
Murfreesboro, TN 37129
Florida · Tennessee · Texas
Hull Wealth Management
2004 - Present (22 years)
Securities Service Network, Inc.
1997 - 2017 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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