# Hurlow Wealth Management Group, Inc.

> 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.

- CRD: 282587
- Filed as: HURLOW WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, IN
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282587
- AdvisorCensus page: https://advisorcensus.com/firm/hurlow-wealth-management-group-inc-bloomington-in-282587

## Quick answers

**How is Hurlow Wealth Management Group, Inc. compensated?**
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).

**How much does Hurlow Wealth Management Group, Inc. charge?**
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.

**Where is Hurlow Wealth Management Group, Inc. located?**
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).

**Is Hurlow Wealth Management Group, Inc. registered with the SEC or a state?**
Hurlow Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282587.

**How much does Hurlow Wealth Management Group, Inc. manage?**
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).

**How have Hurlow Wealth Management Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Hurlow Wealth Management Group, Inc. serve?**
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).

**Which custodians does Hurlow Wealth Management Group, Inc. use?**
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.

**Does Hurlow Wealth Management Group, Inc. report any disciplinary disclosures?**
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

**What changed in Hurlow Wealth Management Group, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Flat fee: $1,000 to $20,000 (Retirement Plan Consulting services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $794,361,686
- Discretionary: $690,815,422
- Non-discretionary: $103,546,264

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 254 | $65,496,168 |
| High net worth individuals | 223 | $612,590,436 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 41 | $104,401,233 |
| Charitable organizations | 7 | $7,043,115 |
| Corporations or other businesses not listed above | 13 | $4,830,734 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MI, NY, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Indianapolis, IN

### Websites listed on Form ADV (Item 1.I)
- hurlowwealth.com
- Facebook @Hurlow-Wealth-Management-Group-Inc-1722607081313721
- LinkedIn @hurlowwealth
- LinkedIn @alex-kapsalis-3a4a0364
- LinkedIn @angie-thilman-8b7b2425
- LinkedIn @bradenyu
- LinkedIn @dawnettacooper
- LinkedIn @eldonmccabe
- LinkedIn @gordon-nesbit-5494b4112
- LinkedIn @grimmerderek
- LinkedIn @henry--rowe
- LinkedIn @johnhurlow
- LinkedIn @michael-carson-cfp®-cima®-crps®-86849815
- LinkedIn @stacey-isom-554bb77b
- LinkedIn @tclairekest
- X @HurlowWealth
- X @JohnHurlow

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,049,680 | 10 | September 15, 2021 |
| October 2022 | $481,360,735 | 10 | July 8, 2022 |
| October 2023 | $454,936,511 | 11 | June 12, 2023 |
| October 2024 | $559,861,264 | 12 | May 10, 2024 |
| October 2025 | $658,110,847 | 14 | February 19, 2025 |
| October 2026 | $794,361,686 | 16 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO, WI.

### August 2026
- Registered or notice-filed in IL.

### April 2026
- Employees performing advisory functions went from 8 to 10.
- Regulatory assets under management went from $658,110,847 to $794,361,686 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hurlow Wealth Management Group, Inc. (CRD 282587): Form ADV filing data as of October 2026.