Advisor at Hurlburt Financial
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Firm
Hurlburt Financial
Location
Lakeland, FL 33813-2578
Credentials
PFS™, Series 63, Series 65
Industry experience
16 years
Robert Hurlburt is a financial advisor at Hurlburt Financial with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Evans & Hurlburt CPAs, PA, a CPA firm specializing in tax preparation and accounting. Hurlburt Financial serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach focuses on fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors while maintaining oversight and client communication.
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 Cpas, Pa
2010 - Present (16 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:
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
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.
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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