Hoosier Financial Planning, LLC
RIAState Registered
Total AUM
$22M
Discretionary
$18M
82% of AUM
Avg account
$161K
Accounts
137
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305199
- Registered since
- September 9, 2019
- Website
- www.hoosierfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., PRUCO SECURITIES, LLC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.64%
- HNWI36.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hoosier Financial Planning, LLC is an independent, Indiana-based registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills using a mix of percentage-of-AUM fees, hourly charges, and fixed fees. It is owner-operated (individual owner) and does not position itself as a capital allocator or pension consultant; ESG investing and multi-state advisory activity are not indicated.
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 Equities70%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
- Other5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mellor & Associates LLC
RIABellevue, WA
AUM $22MTEAM 1REPS 2
Harmony Wealth Advisors, LLC
RIAEdgewater, MD
AUM $22MTEAM 1REPS 2
Financial Planning Concepts, Inc.
RIAAUM $22MTEAM 1REPS 1
EPL Investment Advisory LLC
RIAMesa, AZ
AUM $22MTEAM 1REPS 1
Apollo Wealth Management
RIAWooster, OH
AUM $22MTEAM 4REPS 2
Fi-Nancial Planner LLC
RIAAUM $22MTEAM 1REPS 1