MH
CFP
MH
CFP

Michael Hull

40 Years of Experience
Murfreesboro, TN

Michael Hull is a CFP-designated registered investment advisor at Hull Wealth Management, based in Murfreesboro, TN, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 202 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
202 clients
Average Client Portfolio
$686K average
Assets Under Management
$138.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.45%
$1.0M - $2.0M1.30%
$2.0M - $3.0M1.15%
$3M+1.00%

Fees are negotiable in certain limited circumstances. Strategic Allocation service has higher fees than Basic Asset Allocation service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

215A Castlewood Drive, Murfreesboro, TN, 37129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hull Wealth Management
August 2004 - Present · 21 yrs 8 mos
Previous Registrations
Ssn Advisory, INC.
January 2004 - October 2004 · 9 mos
Securities Service Network, INC.Broker
May 1997 - December 2017 · 20 yrs 7 mos
Integrated Resources Equity CorporationBroker
November 1989 - December 1989 · 1 mo
Royal Alliance Associates, INC.Broker
November 1989 - May 1997 · 7 yrs 6 mos
Integrated Resources Equity CorporationBroker
January 1987 - November 1989 · 2 yrs 10 mos
Investment Management & Research, INCBroker
January 1986 - January 1987 · 1 yr
State Registrations3 states
FLTNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.