Walter
Hurt

Covenant Wealth Advisors

CRD#4773863
Investment Advisor
in Henrico, VA

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About this Advisor

Walter Hurt is a certified financial planner who works in Henrico, Virginia with a total of 3 years of industry experience. Hurt is on the advisory team at Covenant Wealth Advisors. The advisor has gained experience at Covenant Wealth Advisors and Ameriprise Financial Services, Inc. Hurt maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Virginia. Covenant Wealth Advisors is a registered investment company based in Henrico, VA. The investment advisory business has a total of six financial advisors. It oversees $272 million in assets across its 785 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 785 client accounts, 53% belong to high-net-worth investors who have at least $1 million in assets available to invest. Covenant Wealth Advisors offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fees billed by Covenant Wealth Advisors most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8001 Franklin Farms Drive Rm 208
Henrico, VA 23229

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Covenant Wealth Advisors Brokerage Details

Total Assets Under Management

$271,739,012

VA Average: $1,835,309,194
Total Number of Employees

6

VA Average: 32
Total Number of Accounts

785

VA Average: 1,458
Average Account Size

$346,164

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Walter Hurt Work History

Walter has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Covenant Wealth Advisors

2011 - 2020 (9 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Walter Hurt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covenant Wealth Advisors

Walter Hurt
Henrico, VA
Thomas Mullins
Henrico, VA
Katherine Fonville
Henrico, VA
Megan Waters
Henrico, VA
Mark Fonville
Henrico, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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