FINANCIAL ENHANCEMENT GROUP
Firm details
- Headquarters
- ANDERSON, Indiana
- CRD number
- 159017
- Registered since
- January 3, 2012
- Website
- www.yourlifeafterwork.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.2%
- Individuals32.04%
- Corporations / Businesses2.51%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Enhancement Group is an independent registered investment adviser that combines financial planning, portfolio management for individuals and small businesses, and educational workshops with insurance brokerage capabilities. The firm’s investment approach leans toward equity-centered portfolios built largely with exchange-traded instruments for core exposure, supplemented by third-party alternative managers for diversification. They serve both individual and institutional clients and employ a fee mix that includes percentage-of-AUM, hourly charges, and fixed fees. The firm is not positioned as a direct capital allocator; instead, it relies on external managers for alternative strategies such as hedge funds and real estate. Financial Enhancement Group does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds9%
- US Government Bonds8%
- Private Funds8%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3DONALD HODSON
Partner & Chief Compliance OfficerCRD 2998292
Richard Middleton
COOCRD 6593088
ADAM HARTER
Partner, Chief Investment OfficerCRD 4592074
Contacts
3 of 25Katrina Hoetmer
Financial AdvisorCRD 7859033
Monica Ross
ParaplannerCRD 7968780
Dusty Emmons
PartnerCRD 8046689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$906M in ETFs
53%
$482M
34%
$424M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $52M | 621,656 | 5.73% |
Location
ANDERSON, IN
MADISON
Location
ANDERSON, IN
Headquartered in ANDERSON, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MADISON
- Address
- 2704 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
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