{
  "crd_number": 282587,
  "slug": "hurlow-wealth-management-group-inc-bloomington-in-282587",
  "primary_business_name": "HURLOW WEALTH MANAGEMENT GROUP, INC.",
  "legal_name": "HURLOW WEALTH MANAGEMENT GROUP, INC.",
  "dbas": [],
  "city": "Bloomington",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "14020",
  "metro": {
    "cbsa_code": "14020",
    "common_name": "Bloomington",
    "msa_name": "Bloomington, IN",
    "path": "/advisors/in/bloomington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-05-02",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 794361686.0,
  "raum_discretionary": 690815422.0,
  "raum_non_discretionary": 103546264.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7043115.0,
      "count": 7
    },
    "individuals": {
      "raum": 65496168.0,
      "count": 254
    },
    "pension_profit_sharing": {
      "raum": 104401233.0,
      "count": 41
    },
    "high_net_worth_individuals": {
      "raum": 612590436.0,
      "count": 223
    },
    "corporations_other_businesses": {
      "raum": 4830734.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "MI",
    "NY",
    "PA",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/Hurlow-Wealth-Management-Group-Inc-1722607081313721",
    "https://hurlowwealth.com",
    "https://linkedin.com/company/hurlowwealth",
    "https://linkedin.com/in/alex-kapsalis-3a4a0364",
    "https://linkedin.com/in/angie-thilman-8b7b2425",
    "https://linkedin.com/in/bradenyu",
    "https://linkedin.com/in/dawnettacooper",
    "https://linkedin.com/in/eldonmccabe",
    "https://linkedin.com/in/gordon-nesbit-5494b4112",
    "https://linkedin.com/in/grimmerderek",
    "https://linkedin.com/in/henry--rowe",
    "https://linkedin.com/in/johnhurlow",
    "https://linkedin.com/in/michael-carson-cfp%C2%AE-cima%C2%AE-crps%C2%AE-86849815",
    "https://linkedin.com/in/stacey-isom-554bb77b",
    "https://linkedin.com/in/tclairekest",
    "https://twitter.com/HurlowWealth",
    "https://twitter.com/JohnHurlow"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282587",
  "city_as_filed": "BLOOMINGTON",
  "url": "https://advisorcensus.com/firm/hurlow-wealth-management-group-inc-bloomington-in-282587",
  "display_name": "Hurlow Wealth Management Group, Inc.",
  "summary": "Hurlow Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Bloomington, IN, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. Hurlow Wealth Management Group, Inc. (CRD 282587): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Hurlow Wealth Management Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hurlow Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Hurlow Wealth Management Group, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $1,000 to $20,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Hurlow Wealth Management Group, Inc. located?",
      "a": "Hurlow Wealth Management Group, Inc.'s principal office is in Bloomington, IN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hurlow Wealth Management Group, Inc. registered with the SEC or a state?",
      "a": "Hurlow Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282587."
    },
    {
      "q": "How much does Hurlow Wealth Management Group, Inc. manage?",
      "a": "Hurlow Wealth Management Group, Inc. reports $794,361,686 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (87% discretionary)."
    },
    {
      "q": "How have Hurlow Wealth Management Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hurlow Wealth Management Group, Inc.: Regulatory assets under management: $390,049,680 in the October 2021 data and $794,361,686 in the October 2026 data, up 104%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hurlow Wealth Management Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (254); high net worth individuals (223); pension and profit sharing plans (but not the plan participants or government pension plans) (41)."
    },
    {
      "q": "Which custodians does Hurlow Wealth Management Group, Inc. use?",
      "a": "Hurlow Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hurlow Wealth Management Group, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282587"
    },
    {
      "q": "What changed in Hurlow Wealth Management Group, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO, WI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 390049680.0,
      "total_employees": 10,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 481360735.0,
      "total_employees": 10,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 454936511.0,
      "total_employees": 11,
      "filing_date": "2023-06-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 559861264.0,
      "total_employees": 12,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 658110847.0,
      "total_employees": 14,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 794361686.0,
      "total_employees": 16,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO, WI."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in IL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Regulatory assets under management went from $658,110,847 to $794,361,686 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $20,000 (Retirement Plan Consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $20,000 (Retirement Plan Consulting services)"
        ],
        "quotes": [
          "Our Retirement Plan Consulting services are billed on a flat fee basis ... Our flat fees generally range from $1,000 to $20,000, however, the fee may exceed our general range"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Retirement Plan Consulting services"
        }
      ]
    },
    "quotes": [
      "Our Retirement Plan Consulting services are billed on a flat fee basis ... Our flat fees generally range from $1,000 to $20,000, however, the fee may exceed our general range"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hurlow-wealth-management-group-inc-bloomington-in-282587.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 254,
      "fewer_than_5": false,
      "raum": 65496168.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 223,
      "fewer_than_5": false,
      "raum": 612590436.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 104401233.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 7043115.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 4830734.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282587",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}