Clinton Burch Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% 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
2
Very LowAverage account size
$0
About
The firm provides comprehensive and as-needed financial planning and investment advice primarily to individual clients of varied backgrounds, experience levels, and net worth. Typical engagements focus on household financial statements, risk and tax reviews, goal setting, and recommendations for clients’ existing investment portfolios.
The firm follows a fundamental, long-term, diversified buy-and-hold philosophy and generally recommends asset allocation built with low-cost, no-load index investments and periodic rebalancing. It does not provide continuous monitoring, discretionary portfolio management, or custody of client assets, so clients are usually responsible for implementing and maintaining recommended changes unless they re-engage the adviser.
Noteworthy for a solo practice, the firm expressly does not provide ongoing portfolio management or charge fees based on assets under management, centering instead on project-based planning and as-needed advice. The principal maintains a concurrent career in education and holds a state teaching award, which is reflected in the brochure’s emphasis on client education, periodic reminders, and occasional educational outreach rather than full-service asset management.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Income planning
Occupation focus
Educators, Teachers, and Academics
Fee options
Typically $1,200 per household for comprehensive financial plans; higher for more complex estates
$150 per hour billed in 15-minute increments
Fee-only: Flat fee of $1,200 for comprehensive financial plans; hourly fee of $150 per hour billed in 15-minute increments
Main office location
Clinton Burch Financial Planning
Bloomfield IN, United States
Number of offices
1
Most active in
Clinton Burch Financial Planning 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:
-
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.
-
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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