John Hurlow is a registered investment advisor at Hurlow Wealth Management Group, INC., based in Bloomington, IN, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 497 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
3925 Hagan St., Suite 300, Bloomington, IN, 47401
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2012Customer Dispute
December 2008Customer Dispute
April 2004Other Business Activities
John is a co-owner of Hagan Street LLC, a commercial rental property, and a partner in H&C Real Estate Holding, LLC, focused on real estate development. He also serves as a board member for the Bloomington Economic Development Corporation, dedicating minimal time to each activity.
Employment History
Current Registrations
Hurlow Wealth Management Group, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.