Hurlow Wealth Management Group, Inc.

Hurlow Wealth Management Group, Inc. is an investment advisory firm established in 2016, based in Bloomington, IN, and Indianapolis, IN. The firm specializes in providing asset management and investment consulting services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Hurlow Wealth Management Group offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Asset Management, Third Party Money Manager services, and Retirement Plan Consulting. The firm's fee structure for Comprehensive Portfolio Management is tiered based on assets under management, starting at 1.00% for the first $1,000,000. The minimum account balance for Comprehensive Portfolio Management is $1,000,000. Clients can also engage in Financial Planning & Consulting and Asset Management services with a minimum annual fee of $5,000. Hurlow Wealth Management Group manages $658,110,848 in assets under management as of December 31, 2024. The firm utilizes Charles Schwab & Co., Inc. as a custodian and broker, offering various services and products to benefit clients. Hurlow Wealth Management Group does not receive compensation for client referrals and does not engage in directed brokerage. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Hurlow Wealth Management Group has not been involved in any bankruptcy proceedings.