Robert Hurlburt
Hurlburt Financial · Lakeland, Florida
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.
Request an introduction to Robert →
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 |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 5582870 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hurlburtfinancial.com |
| Profile |
How Robert's firm compares
- Hurlburt Financial's average account is about $159,000, from its Form ADV (assets managed divided by 439 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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.
See something wrong? Request a correction. Read our methodology.