Theresa Kest
Theresa Kest is a CFP-designated registered investment advisor at Hurlow Wealth Management Group, INC., based in Bloomington, IN, with 8 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 538 clients with $790M 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. Fees are assessed on all assets held in client accounts including cash and cash equivalents.
Fee Estimator
Location
3925 Hagan St., Suite 300, Bloomington, IN, 47401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theresa is a board member of the Bloomington Economic Development Corporation, treasurer of the Rotary of Bloomington and Rotary Foundation, and a member of Learning Fun Press, LLC. These activities take minimal time, a few hours per week, and about 10-20% of her time, respectively.
Employment History
Current Registrations
Hurlow Wealth Management Group, INC.
Previous Registrations
Jackson, Grant Investment Advisers, INC.
State Registrations1 state
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.
Exams
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