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Hurlow Wealth Management Group, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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%

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

Advisors at this firm

user avatar

Eldon M

CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

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.

Options & derivatives strategies Annuities Real estate investing
user avatar

Alexandros K

Series 65, Series 63

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Alexandros Kapsalis is a financial advisor at Hurlow Wealth Management Group, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Salesforce and 40|86 Advisors. Outside of finance, he is a trainer at F45 Training Indianapolis Downtown, a fitness center offering functional training classes. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios using fundamental and technical analysis and manages a diverse range of investments, including equities, fixed income, ETFs, mutual funds, options, and private securities.

Options & derivatives strategies Annuities Real estate investing
user avatar

Colton R

Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Colton Riggs is a Series 65-licensed financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, IN. He has one year of industry experience and previously worked at Indiana University Health and Pellegrino and Associates. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and business entities. The firm tailors portfolios using a blend of fundamental and technical analysis and manages a mix of long- and short-term strategies, incorporating a variety of investment vehicles.

Options & derivatives strategies Annuities Real estate investing
user avatar

Gordon N

CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Gordon Nesbit is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2017. Prior to joining the firm, he studied at the University of California - Irvine. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and business entities. The firm tailors portfolios using both fundamental and technical analysis and employs a mix of long- and short-term strategies across various asset classes, including equities and fixed income.

Options & derivatives strategies Annuities Real estate investing
user avatar

Theresa K

CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Theresa Kest is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. since 2021. She previously worked at Jackson, Grant Investment Advisers, Inc. and has experience in education with Stamford Public Schools. Outside of her advisory role, she serves on the board of the Bloomington Economic Development Corporation and is involved in the operations of Learning Fun Press, LLC, a publisher of games, cards, and books. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers tailored portfolio management using both fundamental and technical analysis, along with diversified investment strategies and ongoing risk management, operating as a fiduciary for its clients.

Options & derivatives strategies Annuities Real estate investing
user avatar

John H

Series 63, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

John Hurlow is a financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, Indiana. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Hurlow Wealth Management Group since 2016. Outside of advising, he serves on the board of the Bloomington Economic Development Corporation and participates in mediation services through the Community Justice & Mediation Center. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and consulting, employing a combination of fundamental and technical analysis with a mix of long- and short-term strategies across various asset classes.

Options & derivatives strategies Annuities Real estate investing
user avatar

Michael C

CFP®, Series 66

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Michael Carson is a CFP® professional with 17 years of industry experience and is a member of Hurlow Wealth Management Group, Inc. in Bloomington, IN, where he has worked continuously since 2016. Outside of his advisory role, he serves on the board and as chairman of the investment committee for Junior Achievement of Central Indiana, a nonprofit focused on youth education in financial literacy and entrepreneurship. He also holds roles in local organizations related to financial oversight and real estate development. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, combining fundamental and technical analysis with various investment strategies and maintains active monitoring and due diligence of portfolios and third-party managers.

Options & derivatives strategies Annuities Real estate investing
user avatar

Braden Y

Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Braden Yu is a financial advisor at Hurlow Wealth Management Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Hurlow Wealth Management, he worked at Indiana University and the Metropolitan School District of Lawrence Township. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach to recommend portfolios based on clients’ financial goals, risk tolerance, and time horizon, employing fundamental and technical analysis with ongoing monitoring and due diligence.

Options & derivatives strategies Annuities Real estate investing
user avatar

Dawnetta C

Series 66

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Dawnetta Cooper is a financial advisor at Hurlow Wealth Management Group, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Shapiro & Lozano. Outside of her advisory role, she performs occasional food delivery work with DoorDash. 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 uses a fiduciary approach with comprehensive portfolio management that incorporates fundamental and technical analysis, and it provides a variety of investment options including equities, fixed income, ETFs, and private securities.

Options & derivatives strategies Annuities Real estate investing
user avatar

Henry R

Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Henry Rowe is a financial advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Hurlow Wealth Management Group, he held various roles including positions at Applebee's, Clifton Larson Allen, and Purdue University. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with investment selections based on fundamental and technical analysis, providing services such as Comprehensive Portfolio Management and held-away account management through the Pontera platform.

Options & derivatives strategies Annuities Real estate investing
user avatar

Derek G

CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Derek Grimmer is a CFP® with seven years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. His prior roles include positions at Cardinal Health, Indiana University, and Baxter Healthcare Pharmaceuticals. He is also the Treasurer of the Estate Planning Council of Indianapolis, a professional organization that facilitates knowledge sharing among estate planning experts. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, tailoring portfolios using fundamental and technical analysis with a variety of investment strategies, and manages roughly $794 million in regulatory assets across an 11-advisor team.

Options & derivatives strategies Annuities Real estate investing
View complete list of advisors at this firm
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