Greg Hurley
Hurley Wealth Management Group · Oakland, Florida
Greg Hurley is a fee-only financial advisor at Hurley Wealth Management Group in Oakland, Florida, who holds the CFP and MBA credentials. Greg charges a one-time planning fee (one-time plans from $375) and focuses on retirement planning.
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Specialties
Facts
| Firm | Hurley Wealth Management Group |
|---|---|
| Based in | Oakland, Florida |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $375 |
| Accepting new clients | Yes |
| Assets under management | $30.7M across 87 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 2336730 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | hurleywealth.com |
| Profile |
How Greg's firm compares
- A one-time plan starts at $375, below the Florida median of $2,500 for fee-only firms that publish prices.
- Hurley Wealth Management Group's average account is about $353,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Greg
Is Greg Hurley a fee-only financial advisor?
Yes. Greg Hurley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.
How does Greg charge for financial advice?
Greg charges a one-time planning fee.
How much does Greg charge?
According to Hurley Wealth Management Group's website, checked October 28, 2026: one-time plans from $375.
Where is Greg Hurley based?
Greg Hurley is based in Oakland, Florida.
What does Greg specialize in?
Greg's specialties include retirement planning.
What credentials does Greg Hurley hold?
Greg Hurley holds the CFP and MBA credentials.
Is Greg Hurley registered with the SEC?
Yes. Greg Hurley is registered as an investment adviser representative in CA, FL and TX (CRD 2336730), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Hurley Wealth Management Group manage?
Hurley Wealth Management Group reports $30.7M across 87 accounts in assets under management.
How do I contact Greg Hurley?
Through Greg's website, hurleywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Hurley Wealth Management Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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