Derek Grimmer
Hurlow Wealth Management Group · Bloomington, Indiana
Derek Grimmer is a fee-only financial advisor at Hurlow Wealth Management Group in Bloomington, Indiana, who holds the CFP credential. Hurlow Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Derek →
Facts
| Firm | Hurlow Wealth Management Group |
|---|---|
| Based in | Bloomington, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $794.4M across 2,155 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7154422 |
| Exams passed | Series 65 (2019) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.hurlowwealth.com |
How Derek's firm compares
- Hurlow Wealth Management Group's average account is about $369,000, from its Form ADV (assets managed divided by 2,155 accounts).
Request an introduction to Derek
Tell Derek a little about what you're looking for. Derek isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derek
Is Derek Grimmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Hurlow Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Hurlow Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Grimmer based?
Derek Grimmer is based in Bloomington, Indiana.
What credentials does Derek Grimmer hold?
Derek Grimmer holds the CFP credential.
Is Derek Grimmer registered with the SEC?
Yes. Derek Grimmer is registered as an investment adviser representative in IN (CRD 7154422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hurlow Wealth Management Group manage?
Hurlow Wealth Management Group reports $794.4M across 2,155 accounts in assets under management.
How do I contact Derek Grimmer?
Through Derek's website, www.hurlowwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.