Hull Wealth Management fees and pricing
Financial planner in Murfreesboro, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 9, 2026, Hull Wealth Management charges $400 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The maximum hourly fee to be charged will not exceed $400.00 and flat fees will not exceed $10,000.00.”
- Flat or project fee
- $10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hull Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized advisory fees are billed on a quarterly basis in arrears based on the average daily account balance.”
- “Fees are negotiable in certain limited circumstances at the advisor’s sole discretion.”
- “It is important to note that HWM bills on cash and cash equivalents.”
How Hull Wealth Management’s fees compare
- Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Tennessee median of $3,000. 88% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Murfreesboro that publish a flat or project fee charge less.
About Hull Wealth Management
“Prior to engaging HWM to provide any of the foregoing investment advisory and/or planning services, the client is required to enter into one or more written agreements with HWM setting forth the terms and conditions (including termination) under which HWM renders its services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 202
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $138,633,720
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131741
- Phone
- (615) 896-1181
Other planners in Murfreesboro that publish fees
- First Family WealthMurfreesboro$5,000-$25,000, $500/mo
- Jason Tate Financial Consulting, LLCMurfreesboro$100/hr, $299-$1,500
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.