A complete list of active advisors currently associated with Gunnell Financial Planning
Warmer can help you find a great advisor at Gunnell Financial Planning or one who fits your needs even better.
Gunnell Financial Planning is a state-registered, fee‑only investment adviser that provides personalized financial planning and investment management to individuals as well as institutional and business clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services described in the brochure include comprehensive financial plans, portfolio management, retirement and estate planning, education funding, insurance review, and limited hourly consulting. The firm’s investment approach centers on strategic asset allocation and global diversification, using research and software to design mixes of fixed income and equity asset classes with attention to correlation coefficients. Portfolios are implemented primarily with no‑load mutual funds and exchange‑traded funds on a buy‑and‑hold basis with regular rebalancing, and the firm accepts limited discretionary authority while performing periodic account reviews. What is distinctive for an independent adviser of this size is the breadth of non‑retail clients and services documented in the brochure—beyond individuals the firm works with pension plans, charitable organizations and corporate entities and offers targeted services such as new business owner support and job‑changer planning. The firm also highlights tax‑related capabilities (the principal holds a master’s in taxation and is an enrolled agent) and the availability of tax and insurance services through an affiliated entity, which supplement its core planning and investment activities.
To learn more about the advisors currently working at Gunnell Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plainfield, IN
| 32
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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