Binkley Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Binkley Wealth Management Group provides investment supervisory services and financial planning primarily to individual clients. The firm creates a client-specific Investment Policy Statement and constructs portfolios using mutual funds, equities, bonds, ETFs, REITs and certain insurance products, including annuities.
The firm’s process centers on the Investment Policy Statement and periodic reviews, with accounts reviewed at least quarterly and custodial account statements provided monthly. BWMG uses a mix of charting, fundamental, technical and cyclical analysis and implements both long- and short-term trading strategies, while reporting that it does not exercise investment discretion over client accounts.
Notably, the firm reports all assets as non-discretionary rather than discretionary and manages client assets in-house rather than engaging third‑party managers. The firm’s principal is also a licensed insurance agent and may offer commissionable insurance products (a potential conflict disclosed in the brochure); the firm also permits client-directed brokerage and uses its custodian for execution and research.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% Above $3,000,000+: 0.50%
$50 to $200 per hour, negotiable
Main office
6319 E Us Highway 36, #208
Avon IN 46123
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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