Hurlow Wealth Management Group, Inc. fees and pricing
Financial planner in Bloomington, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Hurlow Wealth Management Group, Inc. charges $350 an hour and a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Flat fees are up to $15,000 and the maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $1,000-$20,000
“Our flat fees generally range from $1,000 to $20,000, however, the fee may exceed our general range on a case-by-case basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hurlow Wealth Management Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will be deducted from client account(s).”
- “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
- “Fees are negotiable and will be deducted from Client account(s) by HWMG.”
How Hurlow Wealth Management Group, Inc.’s fees compare
- Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Bloomington that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$20,000 spans the Indiana median of $5,000. 86% of the 84 other Indiana planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Bloomington that publish a flat or project fee charge less.
About Hurlow Wealth Management Group, Inc.
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 16 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 477
- Employees
- 16
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $794,361,686
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282587
- Phone
- (812) 333-4726
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, New York, Pennsylvania, Texas, Wisconsin
Other planners in Bloomington that publish fees
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Beacon Financial PlanningBloomington$150/hr, $1,500-$3,000
- The Shield FinanceBloomington$99-$199/mo
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.