Indianapolis, IN Office

Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals (including high‑net‑worth clients), trusts and some corporate entities. The firm offers both ongoing portfolio management and standalone financial planning engagements for clients who do not retain asset management.

Investment decisions are typically guided by a fundamental, long‑term orientation and the firm generally manages accounts on a discretionary basis, building diversified portfolios across equities, fixed income, mutual funds, ETFs and, when used, third‑party sub‑advisers. Chelsea Advisory generally does not pursue active trading, allows clients to impose investment restrictions (subject to firm acceptance), and conducts periodic compliance and portfolio reviews.

What is notable about the firm is its integration with an affiliated broker‑dealer and a single, affiliated custody/execution platform that routes clearing through a named clearing firm; the firm recommends that clients open accounts on that platform and may decline relationships if clients insist on other custodians. Many advisory representatives are dually registered and some are licensed to sell insurance products through the affiliate, and the firm discloses various revenue‑sharing, platform rebates and crediting practices tied to the custody arrangement — conflicts it says are managed through disclosure, training and supervisory oversight.