Advisor at Hurlow Wealth Management Group, Inc.
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Firm
Hurlow Wealth Management Group, Inc.
Location
Bloomington, IN 47401
Credentials
CFP®, Series 66
Industry experience
16 years
Michael Carson is a CFP® with 16 years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2016. Prior to joining Hurlow, he worked at Wells Fargo Advisors Financial Network. Outside of his advisory role, he is active in the community as a board member and chairman of the investment committee for Junior Achievement of Central Indiana and serves as treasurer for the 3rd and Smith East Association. 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, combining fundamental and technical analysis to tailor portfolios that may include 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.
2019 - Present (7 years)
Hurlow Wealth Management Group, Inc.
2016 - 2019 (3 years)
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Insurance agent
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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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