Advisor at Hurlburt Financial
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Firm
Hurlburt Financial
Location
Lakeland, FL 33813-2578
Credentials
Series 65
Industry experience
< 1 year
Mitchell Bruner is a financial advisor at Hurlburt Financial in Lakeland, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience in engineering and service industries. Hurlburt Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach emphasizes fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors under Hurlburt’s oversight.
Based on Hurlburt Financial
Consulting fees charged as fixed fees typically starting at $350 and up, depending on complexity and agreement.
$0 - $3,000,000: 1.500% total (0.850% HF + 0.650% Sub-Advisor) $3,000,001 - $5,000,000: 1.000% total (0.570% HF + 0.430% Sub-Advisor) $5,000,001+: 0.750% total (0.430% HF + 0.320% Sub-Advisor)
Consulting fees charged hourly ranging from $150 to $250 per hour, depending on complexity and agreement.
Fee-only: Investment supervisory services fees based on assets under management; financial planning and consulting fees charged separately.
5125 S. Lakeland Drive #4
Lakeland, FL 33813-2578
Florida
Evans & Hurlburt CPA's, PA d/b/a Hurlburt Financial
2024 - Present (2 years)
Madrid Engineering Group, Inc.
2019 - 2024 (5 years)
Self-Employed
2018 - 2018 (1 year)
Fazio Mechanical Services, Inc
2017 - 2018 (1 year)
United Parcel Service Inc
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
Foster's Aircraft Refinishing
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Vivint
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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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