Heartland Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that provides comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth individuals, and small business owners. The firm is newly formed and, as disclosed in its brochure, has not yet commenced managing client assets.
The firm states its investment approach begins with comprehensive financial planning to develop individualized recommendations that consider risk tolerance, tax considerations, liquidity needs, and time horizon. Investment management generally emphasizes diversified, primarily ETF-based portfolios and tax-aware strategies delivered on a discretionary basis while client assets remain with independent custodians the firm recommends.
What is distinctive about the firm is its affiliation with a separate legal and mediation practice owned by the firm’s principal; those legal and mediation services are offered under separate engagement agreements and the firm has adopted policies to disclose and manage potential conflicts. The brochure also notes the firm offers both fixed-fee and hourly financial planning arrangements and handles more complex engagements—such as business-owner matters, executive compensation analysis, concentrated stock positions, and estate-planning coordination—suggesting capacity to serve a broader mix of individual and business clients than is typical for a newly registered adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed financial planning fees beginning at $2,950 depending on complexity
Less than $500,000 - $499,999: 0.85% $500,000+: 0.75%
$299 per hour for financial planning
Fee-only: Firm is compensated solely through advisory fees paid by clients; does not receive commissions.
Main office
10832 Cody Lane
Fishers IN 46037
Advisors at this office
1
Most active in
Indiana
Also doing business as
Heartland Financial Planners · Heartland Financial Planners, LLC
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:
Lawyer
They provide legal services, typically billed separately.
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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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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