Theresa Kest
Hurlow Wealth Management Group · Bloomington, Indiana
Theresa Kest 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.
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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 6217999 |
| Exams passed | Series 65 (2018) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.hurlowwealth.com |
How Theresa'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).
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Questions about Theresa
Is Theresa Kest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theresa 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 Theresa charge for financial advice?
Theresa's firm, Hurlow Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theresa Kest based?
Theresa Kest is based in Bloomington, Indiana.
What credentials does Theresa Kest hold?
Theresa Kest holds the CFP credential.
Is Theresa Kest registered with the SEC?
Yes. Theresa Kest is registered as an investment adviser representative in IN (CRD 6217999), 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 Theresa Kest?
Through Theresa'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.
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