Eldon Mccabe is a CFP-designated registered investment advisor at Hurlow Wealth Management Group, INC., based in Bloomington, IN, with 2 years of industry experience. Eldon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
497 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$658.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.40%
$20M+0.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3925 Hagan St., Suite 300, Bloomington, IN, 47401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Hurlow Wealth Management Group, INC.
August 2023 - Present · 2 yrs 8 mos
State Registrations1 state
IN
Advisor

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Exams
No exam information available for this advisor.