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HURLOW WEALTH MANAGEMENT GROUP, INC.

BLOOMINGTON, IN · CRD 282587 · IAPD ↗ · hurlowwealth.com · (812) 333-4726

$794.4MRegulatory AUM
10Advisory reps
16Employees
30Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — HURLOW WEALTH MANAGEMENT GROUP, INC. notice-filed in CO, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2026 — HURLOW WEALTH MANAGEMENT GROUP, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — HURLOW WEALTH MANAGEMENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — HURLOW WEALTH MANAGEMENT GROUP, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
March 2025 — HURLOW WEALTH MANAGEMENT GROUP, INC. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — HURLOW WEALTH MANAGEMENT GROUP, INC. crossed $500M in regulatory AUM ($454.9M -> $559.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
February 2024 — HURLOW WEALTH MANAGEMENT GROUP, INC. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.