Heinekamp Financial Planning & Tax Service LLC
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About
Heinekamp Financial Planning & Tax Service primarily serves individual clients and also provides services to small businesses and exempt organizations. The firm offers comprehensive financial planning, investment planning and discretionary portfolio management, retirement and estate planning, insurance analysis, and year‑round tax preparation and planning.
The firm applies classic financial‑planning models and basic asset‑allocation among stocks, bonds, and cash, taking into account a client’s age, life stage, time horizon, and risk tolerance. Advisory accounts are reviewed periodically using custodian reports and annual in‑office reviews, and the firm integrates tax analysis into its planning and implementation work.
A distinguishing feature is that the firm’s principals are also principals of an affiliated FINRA‑member broker/dealer that distributes mutual funds, annuities, and insurance products; commissions from those sales may offset certain hourly charges and the relationship is disclosed as a potential conflict of interest. The firm also provides tax preparation services through enrolled agents alongside advisory services, a blended offering that is less common among similarly sized advisory firms.
Client services
Expertise
Occupation focus
Fee options
Initial meeting and subsequent office visits: $125 each; tax preparation fees starting at $250 for individuals, $550+ for corporations, $599+ for partnerships
0.99% annually (maximum), fees are negotiable
Commissions earned through affiliated broker/dealer SCH Enterprises, Inc., offset hourly fees when products are purchased
$150 per hour for financial planning, investment planning, retirement planning, estate planning, and tax research/consultation
Fee-only: Hourly fees $150/hour for financial, investment, retirement, and estate planning services; $125 for initial and subsequent office visits; tax preparation fees starting at $250 for individuals
Main office
690 W. Northfield Drive, Ste 100
Brownsburg IN 46112
Advisors at this office
3
Most active in
Indiana
Also doing business as
Heinekamp Financial Planning & Tax Service LLC · Heinekamp Financial Planning & Tax Service, LLC · Heinekamp, Steven C.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Steven H
CFP®, ChFC®, Series 63, Series 65
Brownsburg, IN
Heinekamp Financial Planning & Tax Service LLC
Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.
Michael H
CFP®, Series 63, Series 65
Brownsburg, IN
Heinekamp Financial Planning & Tax Service LLC
Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.
Daniel H
CFP®, Series 63, Series 65
Brownsburg, IN
Heinekamp Financial Planning & Tax Service LLC
Daniel Heinekamp is a CFP® professional with 13 years of industry experience. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and also has an ongoing role at SCH Enterprises since 2012. Heinekamp Financial Planning & Tax Service primarily serves individual clients as well as small businesses and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and basic asset allocation tailored to client-specific factors, integrating tax analysis into its advisory services.
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