Hurlow Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$678,086,604
Clients
477
Advisors
11
of 16 employees
About
Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities. Services described in the brochure include comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, asset-management services, and access to third-party money managers.
The firm states it acts as a fiduciary and tailors portfolios to clients’ objectives, using both fundamental and technical analysis and a mix of long- and short-term strategies across equities, fixed income, ETFs, mutual funds, options, fee-based variable annuities and private securities. Portfolios are monitored and rebalanced as needed, and the firm conducts initial due diligence and ongoing reviews of third-party managers as part of its risk-management process.
A few features the brochure highlights as atypical for peer teams are the firm’s use of client testimonials in advertising and its explicit disclosure that it does not pay unaffiliated persons for testimonials or endorsements. The brochure also notes the firm manages “held‑away” accounts through the Pontera platform with the platform fee paid by the firm, and it operates a 10-advisor team overseeing roughly $794 million in regulatory assets.
Client services
Expertise
Fee options
Flat fees up to $15,000 for financial planning and consulting; flat fees generally $1,000 to $20,000 for retirement plan consulting
$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%
Hourly fees up to $350/hour for financial planning and consulting
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%
Main office
3925 Hagan Street, Suite 300
Bloomington IN 47401
Advisors at this office
11
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · New York · Pennsylvania · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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