Hurlow Wealth Management Group, Inc.

Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities. Services described in the brochure include comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, asset-management services, and access to third-party money managers.

The firm states it acts as a fiduciary and tailors portfolios to clients’ objectives, using both fundamental and technical analysis and a mix of long- and short-term strategies across equities, fixed income, ETFs, mutual funds, options, fee-based variable annuities and private securities. Portfolios are monitored and rebalanced as needed, and the firm conducts initial due diligence and ongoing reviews of third-party managers as part of its risk-management process.

A few features the brochure highlights as atypical for peer teams are the firm’s use of client testimonials in advertising and its explicit disclosure that it does not pay unaffiliated persons for testimonials or endorsements. The brochure also notes the firm manages “held‑away” accounts through the Pontera platform with the platform fee paid by the firm, and it operates a 10-advisor team overseeing roughly $794 million in regulatory assets.