Advisor at Hurlow Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hurlow Wealth Management Group, Inc.
Location
Bloomington, IN 47401
Credentials
Series 66
Industry experience
5 years
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.
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.
2023 - Present (3 years)
Charles Schwab
2021 - 2023 (2 years)
Charles Schwab
2017 - 2021 (4 years)
Red Door Church
2015 - 2020 (5 years)
Shapiro & Lozano
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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