Hurley Wealth Management Group, Inc fees and pricing
Financial planner in Oakland, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Hurley Wealth Management Group, Inc charges $375 an hour and a flat or project fee of $500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“HWMG imposes a negotiable flat fee between $500 and $7,500 for its stand-alone financial consulting services, which is based upon an hourly rate of $375 depending upon the complexity of the service and/or the individual performing the service.”
- Flat or project fee
- $500-$7,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hurley Wealth Management Group, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee will be paid quarterly, in advance, deducted from the account specified in the Linear Asset Management Agreement.”
- “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance.”
- “In the limited event that HWMG bills the client directly, payment is due upon receipt of HWMG’s invoice.”
How Hurley Wealth Management Group, Inc’s fees compare
- Its hourly rate of $375 is above the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$7,500 spans the Florida median of $4,900. 47% of the 320 other Florida planners that publish a flat or project fee charge less.
About Hurley Wealth Management Group, Inc
“Asset Management: (i) The client can engage HWMG to provide discretionary and/or non-discretionary investment advisory (“Asset Management”) services on a fee-only basis.”
- Firm size: 3 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate 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
- 1.35% a year
- Minimum
- No minimum stated in brochure
- Clients
- 31
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,735,119
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155475
- Phone
- (855) 483-9044
Can advise clients in 2 states: California, Florida
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.