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They include 254 individual clients, 223 high-net-worth individuals, and 41 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hurlow Wealth Management Group offer?","answer":"Hurlow Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Hurlow Wealth Management Group use?","answer":"Hurlow Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $650M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hurlow Wealth Management Group have?","answer":"Hurlow Wealth Management Group has 10 investment adviser representatives registered with state securities authorities, out of 16 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hurlow Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Hurlow Wealth Management Group’s separately managed accounts held 53% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hurlow Wealth Management Group?","answer":"Hurlow Wealth Management Group’s direct owners are John Hurlow (75% or more) and Michael Carson (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hurlow Wealth Management Group get paid?","answer":"Hurlow Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hurlow Wealth Management Group registered with the SEC?","answer":"Yes, Hurlow Wealth Management Group has been registered with the SEC as an investment adviser since 2 May 2016. Its CRD number is 282587 and its SEC file number is 801-107700.","source":"Form ADV Part 1A, Item 1, filed 13 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hurlow Wealth Management Group?","answer":"Hurlow Wealth Management Group’s main office is at 3925 Hagan St., Suite 300, Bloomington, IN 47401. Its phone number is 812-333-4726. 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