Advisor at Hurlow Wealth Management Group, Inc.
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Firm
Hurlow Wealth Management Group, Inc.
Location
Bloomington, IN 47401
Credentials
Series 63, Series 65
Industry experience
< 1 year
Alexandros Kapsalis is an advisor at Hurlow Wealth Management Group, Inc. with credentials including Series 63 and Series 65. He joined the firm in 2025 and previously worked at Salesforce and 40|86 Advisors. Outside of finance, he is a fitness trainer at F45 Training Indianapolis Downtown. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with fundamental and technical investment analysis and offers services including portfolio management, legacy asset management, and third-party money manager oversight.
Based on Hurlow Wealth Management Group, Inc.
Based on Hurlow Wealth Management Group, Inc.
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%
3925 Hagan St., Suite 300
Bloomington, IN 47401
Indiana
Hurlow Wealth Management Group, Inc.
2025 - Present (1 year)
Salesforce
2020 - 2025 (5 years)
F45 Training Indianapolis Downtown
2020 - Present (6 years)
40|86 Advisors
2015 - 2020 (5 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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