Bassett Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,600,000
Clients
276
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
276
Very HighAverage account size
$186,957
About
Bassett Financial Advisors provides discretionary asset management and financial planning and consulting to individuals, trusts, and estates. The firm delivers ongoing portfolio management for individual clients and prepares financial plans that address investments, taxes, insurance, wills, and estate/trust considerations.
The firm uses a tactical asset allocation approach informed by third‑party research and typically implements strategies using exchange‑traded products rather than individual securities. It manages accounts on a discretionary basis and implements portfolios through third‑party model marketplaces and custodial platforms (including Altruist’s Model Marketplace and the AssetMark platform), with financial planning used as a foundational input to investment decisions.
With roughly $51.6 million in assets under management and about 276 clients served by a single advisor, the firm has an unusually high client load per advisor compared with most independent solo practices and relies on platform integrations and model portfolios to scale service delivery. It emphasizes ETF‑based tactical allocations, allows client‑imposed investment restrictions, and does not maintain a stated account minimum.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
1.75% annually flat fee for asset management
$150 per hour for financial planning, fees negotiable
Main office location
Bassett Financial Advisors
5732 Coventry Lane
Fort Wayne IN 46804, United States
Number of offices
1
Most active in
Bassett Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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