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Gordon Nesbit

Advisor at Hurlow Wealth Management Group, Inc.

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Hurlow Wealth Management Group, Inc. logo

Firm

Hurlow Wealth Management Group, Inc.

Location

Bloomington, IN 47401

Credentials

CFP®, Series 65

Industry experience

8 years

About

Gordon Nesbit is a CFP® with eight years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2017. Prior to his advisory role, he worked at Aldi, Inc. for sixteen years and studied at the University of California - Irvine. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach, combining fundamental and technical analysis to recommend diversified portfolios, and offers services including comprehensive portfolio management and held-away account management through the Pontera platform.

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

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 Street, Suite 300

Bloomington, IN 47401

Most active in

Indiana

Work history

Hurlow Wealth Management Group

2017 - Present (9 years)

University of California - Irvine (Student)

2016 - 2017 (1 year)

Aldi, Inc.

2000 - 2016 (16 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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