Hurley Financial Group

Retirement Planning Firm in Corvallis, OR

Firm Info
Address: 111 SW 4th St, Corvallis, OR 97333, USA
Phone: (541) 757-2331

Firm Size
Assets Under Management: $374 million
# of Advisors: 1
# of Clients: 1,699
Client to Advisor Ratio: 1699:1
Average Account Size: $220,129
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Hurley Financial Group, Inc. Overview

HURLEY FINANCIAL GROUP, INC. is a registered investment advisory firm based out of Corvallis, OR. The firm operates on a fee-based structure, ensuring that clients receive objective and unbiased advice. HURLEY FINANCIAL GROUP, INC. has been in the business for over 20 years, making it a seasoned player in the industry. The firm offers a range of services to cater to the diverse needs of its clients. These include financial planning, portfolio management for individuals and small businesses, and publication of periodicals or newsletters. Additionally, HURLEY FINANCIAL GROUP, INC. conducts educational seminars and workshops to help clients stay informed about the latest trends and developments in the market. As a broker-dealer representative and insurance broker/agent, HURLEY FINANCIAL GROUP, INC. provides investment advice that is tailored to each client's unique needs and goals. The firm takes a holistic approach to financial planning, taking into account all aspects of a client's financial situation when crafting a customized investment strategy. HURLEY FINANCIAL GROUP, INC. focuses on building long-term relationships with clients, helping them achieve their financial objectives over time.

HURLEY FINANCIAL GROUP, INC. serves a wide range of clients from individuals to high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporate types not listed. Regardless of the client type, the firm understands the unique needs and situations of each client and provides customized strategies that will help them achieve their financial goals. HURLEY FINANCIAL GROUP, INC. offers various fee structures, depending on the service provided. Clients may choose from a percentage of assets under management, hourly rates, fixed fees, or commissions. For those who prefer a percentage of AUM, the firm charges a certain percentage based on the total value of the client's assets under management. Hourly rates are perfect for clients who want a break down of the exact services rendered and the corresponding fees. Fixed fees, on the other hand, are charges that are agreed upon at the beginning of the engagement, so clients can be assured of no surprise charges. Lastly, for clients who are comfortable with commissions, HURLEY FINANCIAL GROUP, INC. can help them find the most suitable financial products that pay commissions, and the fees are deducted from the commision earned.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Hurley Financial Group, Inc. is a defined household Investable Asset Minimum (IAM) of $250,000. However, IARs may have lower minimums and the minimum household account size may be waived at the IAR's discretion. If a prospective client does not meet the IAM, they may still become a client by paying a flat planning fee of $500.00 per quarter in addition to any investment management service fees or product commissions. This planning fee is reviewed annually and adjusted as the client's assets approach and meet the IAM.

How This Office Can Help Corvallis, OR Residents

As a comprehensive financial planning firm, Hurley Financial Group provides personalized solutions to individuals and families in Corvallis, Oregon. They offer a range of services, including investment management, retirement planning, estate planning, and tax planning. They understand that every client has a unique situation and set of goals, and they work closely with clients to develop customized financial plans that meet their specific needs. Hurley Financial Group recognizes that the cost of living in Corvallis is relatively high, and many residents face challenges related to retirement savings, investments, and taxes. For example, the city's high property values can lead to high property taxes, and the university- and healthcare-driven economy can be subject to fluctuations. Hurley Financial Group assists clients in navigating these challenges and creating a financial plan that takes into account their specific needs and goals. By doing so, they help clients achieve financial stability, plan for retirement, and work toward long-term financial success.

To view the Minimum Investment and Fee Schedule for Hurley Financial Group, Inc., visit their Part 2 Brochure.

Services Offered by Hurley Financial Group, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hurley Financial Group, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 111 SW 4th St, Corvallis, OR 97333, USA
Phone (541) 757-2331
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Hurley Financial Group, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Oregon
  • Texas
  • Washington

Disciplinary History

Hurley Financial Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.