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Hurlow Wealth Management Group, Inc.

Updated today

Total assets under management

$794,361,686

Total clients

477

47% high-net worth

Total advisors

10

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

48

Average account size

$1,665,328

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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%

Main office location

Hurlow Wealth Management Group, Inc.

3925 Hagan St., Suite 300

Bloomington IN 47401, United States

Number of offices

2

Most active in

Arizona · California · Florida · Indiana · Michigan · New York · Pennsylvania · Texas

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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