HULL Wealth Management
SEC RegisteredFinancial Planning You Can Count On
About the firm
Hull Wealth Management is one of the largest independent investment advisors in Murfreesboro, Tennessee, operating as a fiduciary with a focus on clients' best interests. The firm has been helping people achieve their financial goals for over 30 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services, comprehensive financial planning, and social security planning
Who they serve
Individuals approaching retirement, business owners, and individuals looking for financial guidance
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 169 | $52M |
| High Net Worth Individuals | 33 | $86M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999 | 1.45% |
| $1,000,000 - $1,999,999 | 1.30% |
| $2,000,000 - $2,999,999 | 1.15% |
| $3,000,000 and Above | 1.00% |
Data as of January 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HULL Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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