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Hurlow Wealth Management Group, Inc.
Bloomington, Indiana
5.0
13 Reviews
Hurlow Wealth Management Group, Inc., based out of Bloomington, IN, is a local investment advisory firm that caters to a diverse clientele. With over 230 individual clients and assets under management exceeding $454,937,000, they possess a robust portfolio of financial expertise. Boasting two offices, Hurlow Wealth Management Group, Inc. offers comprehensive services tailored to their clients' unique needs.
Although 401K and individual accounts account for less than 30% of their assets under management, the firm is equipped to handle employer funds as well. Remarkably, 85% of the assets they manage are discretionary, indicating a...see more
Assets Under Mgmt
$454.94M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Hurlow Wealth Management Group, Inc.
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