Mitchell Bruner
Hurlburt Financial · Lakeland, Florida
Mitchell Bruner is a fee-only financial advisor at Hurlburt Financial in Lakeland, Florida. Hurlburt Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Hurlburt Financial |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $70.0M across 439 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5650147 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hurlburtfinancial.com |
| Profile |
How Mitchell's firm compares
- Hurlburt Financial's average account is about $159,000, from its Form ADV (assets managed divided by 439 accounts).
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Questions about Mitchell
Is Mitchell Bruner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Hurlburt Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, Hurlburt Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Mitchell Bruner based?
Mitchell Bruner is based in Lakeland, Florida.
Is Mitchell Bruner registered with the SEC?
Yes. Mitchell Bruner is registered as an investment adviser representative in FL (CRD 5650147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hurlburt Financial manage?
Hurlburt Financial reports $70.0M across 439 accounts in assets under management.
How do I contact Mitchell Bruner?
Through Mitchell's website, www.hurlburtfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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