Michael
Carson
Hurlow Wealth Management Group, Inc
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About this Advisor
Michael Carson is a certified financial planner who works out of Bloomington, Indiana with a total of 7 years of industry experience. Carson is an advisor for Hurlow Wealth Management Group, Inc. Carson has gained experience at Indiana University, Wells Fargo Advisors Financial Network, LLC (11025) and Hurlow Wealth Management Group, Inc. Carson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Indiana. Hurlow Wealth Management Group, Inc is an advisory firm based in Bloomington, IN. The company has a total of 11 advisors. It handles $455 million in assets among its 1,539 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 1,539 accounts, 32% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on the type of services provided. Fees billed by Hurlow Wealth Management Group, Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hurlow Wealth Management Group, Inc Brokerage Details
$454,936,511
11
1,539
$295,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Carson Work History
Michael has been registered as a financial advisor for 7 years.*
Hurlow Wealth Management Group, Inc
Hurlow Wealth Management Group, Inc
Wells Fargo Advisors Financial Network, LLC (11025)
Wells Fargo Advisors Financial Network, LLC (11025)
Indiana University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Carson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hurlow Wealth Management Group, Inc
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.