Advisor at Hurlow Wealth Management Group, Inc.
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Firm
Hurlow Wealth Management Group, Inc.
Location
Bloomington, IN 47401
Credentials
Series 65
Industry experience
< 1 year
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.
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)
Applebee's
2024 - 2025 (1 year)
Clifton Larson Allen
2024 - 2024 (1 year)
Purdue University
2022 - 2024 (2 years)
Nike
2022 - 2022 (1 year)
Purdue University
2021 - 2022 (1 year)
Raising Cane's Chicken Fingers
2020 - 2021 (1 year)
Unemployed
2015 - 2020 (5 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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