Advisor at Hurlow Wealth Management Group, Inc.
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Firm
Hurlow Wealth Management Group, Inc.
Location
Bloomington, IN 47401
Credentials
CFP®, Series 65
Industry experience
7 years
Theresa Kest is a CFP® with seven years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2021. She previously worked at Jackson, Grant Investment Advisers, Inc. and has a background that includes a role in Stamford Public Schools. Outside of her advisory work, she is a board member of the Bloomington Economic Development Corporation and a member of Learning Fun Press, LLC, a publisher of games, cards, and books. 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, using a combination of fundamental and technical analysis to recommend diversified portfolios tailored to client goals and risk tolerance.
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.
2021 - Present (5 years)
Jackson, Grant Investment Advisers, Inc.
2017 - 2021 (4 years)
Stamford Public Schools
2017 - 2017 (1 year)
N/a
2016 - 2017 (1 year)
Jackson, Grant Investment Advisers, Inc.
2013 - 2016 (3 years)
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