Hurlow Wealth Management Group at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 11 advisors are listed here; 5 of 11 hold the CFP.
- Its Form ADV reports 16 employees and 477 individual clients, 223 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 2,155 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | hurlowwealth.com |
| [email protected] | |
| Phone | (317) 550-1833 |
Questions about Hurlow Wealth Management Group
How is Hurlow Wealth Management Group paid?
Hurlow Wealth Management Group's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hurlow Wealth Management Group have in the Wellspent public graph?
The Wellspent public graph lists 11 advisors at Hurlow Wealth Management Group, and 5 hold the CFP.
What is the average account at Hurlow Wealth Management Group?
Hurlow Wealth Management Group's average account is about $369,000. That's the assets on its Form ADV divided by its 2,155 accounts.
Hurlow Wealth Management Group fees
Hurlow Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $794 million |
| Individual clients | 254 |
| High-net-worth clients | 223 |
| Accounts managed | 2,155 |
| Employees | 16 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-107700) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 282587 |