Nearside Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nearside Advisors, LLC is an SEC-registered investment adviser founded in April 2026 that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. As of July 31, 2026 the firm reported approximately $188.6 million in discretionary assets across about 113 client accounts and constructs individualized investment policy statements to guide portfolio construction.
The firm primarily practices passive investment management, assembling portfolios of index mutual funds and exchange-traded funds to achieve target asset-allocation relationships among correlation, risk, and return, and implements client mandates on a discretionary basis via a limited power of attorney. Financial planning is integrated into the advisory relationship and covers a broad range of topics, including retirement projections, estate planning, tax considerations, insurance review, college savings, and divorce planning.
Several operational features in the brochure distinguish Nearside: it states it does not participate in wrap fee programs, it requires clients to use its recommended custodian (Schwab) rather than permitting client-directed brokerage, and it discloses that it will not provide written reports to investment management clients. The firm also describes the use of standing letters of authorization for third-party transfers and notes it is deemed to have custody solely through fee withdrawals and SLOAs, which clients should reconcile with custodian statements.
Client services
Expertise
Fee options
$0 - $500,000: 1.15% $500,001 - $1,000,000: 1.05% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Main office
1060 North Capitol Ave, Suite 3 101
Indianapolis IN 46204
Advisors at this office
3
Most active in
Indiana · Texas
Also doing business as
Hildebrand Wealth Management · Nearside Advisors, 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 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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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.
Advisors at this firm
Mark H
CFP®, Series 63, Series 65
Indianapolis, IN
Nearside Advisors, LLC
Mark Hildebrand is a CFP® professional with 18 years of industry experience, currently serving at Nearside Advisors, LLC since 2026. His prior roles include positions at Holistic Financial Partners, LLC, Raymond James & Associates, and Ronald Blue & Co., LLC. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs, with integrated financial planning covering a broad range of client needs.
Mark I
Series 65
Indianapolis, IN
Nearside Advisors, LLC
Mark Idzik is a financial advisor at Nearside Advisors, LLC with nine years of industry experience. He previously worked at Holistic Financial Partners, LLC and TCC, Inc. He holds a Series 65 designation. Outside of his advisory role, he serves as treasurer for the Central Indiana Association of Collaborative Professionals, managing the organization's financial records. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrating financial planning across various client needs.
Julie D
Series 66
Indianapolis, IN
Nearside Advisors, LLC
Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.
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