HURLOW WEALTH MANAGEMENT GROUP, INC.

3925 Hagan St.
Suite 300
Bloomington, Indiana 47401
Tel: (812) 333-4726

About HURLOW WEALTH MANAGEMENT GROUP, INC.

HURLOW WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as HURLOW WEALTH MANAGEMENT GROUP, INC. The firm was established in 05/02/2016. They have over 2 offices throughout the country.

HURLOW WEALTH MANAGEMENT GROUP, INC. is a Bloomington, Indiana based Financial Planning firm with nearly $658,110,847 assets under management, offering retirement planning & investment advisory services to 1958 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282587
SEC#	801-107700
Assets Managed by Firm	$658,110,847
No. of Clients	1958
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1958	$658,110,847
Individuals (other than high net worth individuals)	268	$71,956,969
High net worth individuals	172	$482,977,109
Pension and profit sharing plans	39	$93,045,304
Charitable organizations	6	$4,092,904
Corporations or other businesses	12	$6,038,561

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