Advisor at Hurst Wealth Advisors, PC
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Firm
Hurst Wealth Advisors, PC
Location
Douglas, GA 31533
Credentials
PFS™, Series 65
Industry experience
16 years
Robert Hurst is the sole advisor at Hurst Wealth Advisors, PC in Douglas, GA, holding a PFS™ designation and Series 65 license with 16 years of industry experience. He has operated Hurst Financial Advisors, PC since 1999 and is also involved with Hurst & Hurst, CPA's, LLC, which he has been affiliated with since 1992. Hurst Wealth Advisors, P.C. is a fee-only, independent advisory firm serving individuals, families, entrepreneurs, corporate executives, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes strategic asset allocation based on academic research and Modern Portfolio Theory, using low-turnover, no-load mutual funds, and provides pension consulting and ERISA fiduciary services uncommon among solo advisors.
Based on Hurst Wealth Advisors, PC
Based on Hurst Wealth Advisors, PC
Financial plans and some services may be charged on a fixed retainer or flat fee basis depending on complexity and agreement.
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Directors: $250/hour; Private Wealth Advisors: $175/hour; Financial Services Coordinators: $90/hour.
Account minimum: No specific minimum stated; firm has discretion to waive account minimums Fee-only: Firm is strictly fee-only; no commissions or commissions-based fees accepted.
221 Sellers Street
Douglas, GA 31533
Georgia
Hurst Financial Advisors, PC
1999 - Present (27 years)
Hurst & Hurst, CPA's, LLC
1992 - Present (34 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Series 66
Douglas, GA
Edward Jones
Series 63, Series 66
Douglas, GA
Ameriprise
Series 66
Douglas, GA
Ameriprise
Series 63, Series 65
Douglas, GA
Cambridge Investment Research Advisors
Series 63, Series 66
Douglas, GA
Raymond James Financial
Series 66
Douglas, GA
Edward Jones
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