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Eldon Mc Cabe

Advisor at Hurlow Wealth Management Group, Inc.

Updated today

Location

Bloomington, IN 47401

Credentials

CFP®, Series 65

Industry experience

2 years

About

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Client services

Based on Hurlow Wealth Management Group, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hurlow Wealth Management Group, Inc.

Options & derivatives strategies Annuities Real estate investing

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting; flat fees generally $1,000 to $20,000 for retirement plan consulting

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.20%

Project-based

Hourly fees up to $350/hour for financial planning and consulting

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $5,000 for Financial Planning and Asset Management standalone services Fee-only: Flat fees up to $15,000 for financial planning; hourly fees up to $350/hour; flat fees $1,000 to $20,000 for retirement plan consulting; fees based on percentage of plan assets up to 1.00%

Location

3925 Hagan St., Suite 300

Bloomington, IN 47401

Most active in

Indiana

Work history

Hurlow Wealth Management Group, Inc.

2023 - Present (3 years)

Sanford Center for Financial Planning and Wellness (WMU)

2021 - 2023 (2 years)

Rose Street Advisors

2019 - 2019 (1 year)

Northwestern Mutual

2019 - 2019 (1 year)

West Shore Bank

2018 - 2018 (1 year)

Misc Education High School & College

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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