Hurley Wealth Management Group, Inc

Hurley Wealth Management Group serves individuals, high-net-worth individuals, and pension/profit-sharing plans with a mix of services including discretionary and non-discretionary asset management, unified financial life planning, stand‑alone financial consulting, a flat‑fee Linear Asset Management program, and a one‑hour Express Hour financial advising option. The firm reports managing about $30.7 million across a small client base and bills clients through a combination of percentage‑of‑AUM arrangements as well as flat and hourly fees for certain services.

The firm’s investment approach blends passive and active strategies, relies on Modern Portfolio Theory and the Efficient Market Hypothesis, and typically constructs portfolios from individual stocks and bonds, mutual funds, and ETFs with at least quarterly reviews and rebalancing as needed. HWMG may provide held‑away account review services, use options techniques for hedging when appropriate, and offers both discretionary and non‑discretionary engagement models depending on client preference.

What is distinctive about HWMG compared with many peers is its use of subscription‑style and flat‑fee offerings — notably a Linear Asset Management program with annual flat fees (disclosed in the brochure as $22,500 to $55,000) that are billed quarterly in advance and deducted from client accounts — alongside more typical AUM fee schedules. The firm also discloses a potential conflict of interest arising from a senior compliance officer’s separate Florida law practice in estate and business planning, and describes disclosure and referral practices (including providing at least three attorney options and obtaining informed consent) to mitigate that conflict.