HURLOW WEALTH MANAGEMENT GROUP, INC.

RIASEC RegisteredEst. 2016

Total AUM

$794M

Discretionary

$691M

87% of AUM

Avg account

$369K

Accounts

2,155

Employees

Advisory reps

Firm details

Headquarters: BLOOMINGTON, Indiana
CRD number: 282587
Registered since: May 2, 2016
Website: hurlowwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.12%
Pension & Profit Sharing Plans13.14%
Individuals8.25%
Charitable Organizations0.89%
Corporations / Businesses0.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hurlow Wealth Management Group, Inc. is an independent registered investment adviser that acts as a capital allocator for both individual & family and institutional clients. The firm emphasizes equity-driven portfolios, with a clear preference for exchange-traded equities as the primary building block. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and selection of other advisers, which points to a hybrid model of in-house management combined with third-party manager allocations when appropriate. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and does not identify as an active ESG investor. Since registering with the SEC in 2016, Hurlow Wealth Management Group, Inc. has positioned itself to use passive and active equity exposures, supplemented by mutual funds and annuities, and to deploy outside alternative managers for real estate allocations.