# Robert Hurlburt

> Robert Hurlburt is a fee-only financial advisor at Hurlburt Financial in Lakeland, Florida, who holds the PFS credential. Hurlburt Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-hurlburt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hurlburt Financial
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $70.0M across 439 accounts
- **Credentials:** PFS
- **CRD:** 5582870 (https://adviserinfo.sec.gov/individual/summary/5582870)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2008), Series 65 (2009)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.hurlburtfinancial.com

## Frequently asked questions

### Is Robert Hurlburt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, Hurlburt Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Hurlburt based?

Robert Hurlburt is based in Lakeland, Florida.

### What credentials does Robert Hurlburt hold?

Robert Hurlburt holds the PFS credential.

### Is Robert Hurlburt registered with the SEC?

Yes. Robert Hurlburt is registered as an investment adviser representative in FL (CRD 5582870), 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 Robert Hurlburt?

Through Robert's website, www.hurlburtfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5582870): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
