Hull Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$138,633,720
Total clients
202
16% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
202
Average account size
$686,306
About
Hull Wealth Management serves individuals (including high-net-worth clients), businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm also provides access to separately managed accounts via the FMAX Essentials SMA program and offers occasional non‑investment consulting on estate, tax, and insurance implementation.
The firm manages approximately $138.6 million in discretionary assets and implements both a more active Strategic Allocation service and a Basic Asset Allocation buy‑and‑hold approach, drawing on fundamental, technical, charting and cyclical analysis. Custody and trade execution are conducted through Fidelity/NFS and the firm monitors accounts on an ongoing basis with quarterly custodian statements and periodic reviews.
What is distinctive is the firm’s client density: the brochure reports about 202 client relationships with a single primary advisor, a client load that is uncommon among similar supported firms. The brochure also discloses that a principal is licensed to sell insurance and may receive commissions for insurance products (the firm indicates insurance activities consume less than 5% of its time), a potential conflict the firm addresses through disclosure and internal policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Long-term care insurance
Fee options
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
Main office location
Hull Wealth Management
215 A Castlewood Drive
Murfreesboro TN 37129, United States
Number of offices
1
Most active in
Hull Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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