Hurlow Wealth Management Group, INC.
Bloomington, IN·SEC-registered · CRD #282587
Hurlow Wealth Management Group, INC. is an SEC-registered investment advisory firm in Bloomington, IN managing $794M across 2.2k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$794M
Client accounts
2.2k
Advisory staff
10
Fee model
Fee-based
How Hurlow Wealth Management Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Hurlow Wealth Management Group, INC.
How much does Hurlow Wealth Management Group, INC. manage?
Per its most recent SEC Form ADV filing (03/18/2026), Hurlow Wealth Management Group, INC. reports $794M in regulatory assets under management across roughly 2.2k client accounts.
How does Hurlow Wealth Management Group, INC. charge?
Hurlow Wealth Management Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hurlow Wealth Management Group, INC. a fiduciary?
Yes. Hurlow Wealth Management Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #282587), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hurlow Wealth Management Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hurlow Wealth Management Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bloomington, IN
Profile compiled from Hurlow Wealth Management Group, INC.'s public SEC Form ADV filing (CRD #282587, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hurlow Wealth Management Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hurlow Wealth Management Group, INC.? Claim this profile.