A complete list of active advisors currently associated with Indie Financial Planning

Warmer can help you find a great advisor at Indie Financial Planning or one who fits your needs even better.

Indie Financial Planning is a fee-only independent advisory firm that provides discretionary investment management and a range of financial planning services to individual clients, including higher-net-worth households. Offerings include portfolio management built from firm model portfolios, standalone investment portfolio reviews, customized comprehensive plans, subscription-based planning partnerships, and hourly engagements. The firm primarily uses a passive investment approach, constructing diversified asset-class allocations from index mutual funds and ETFs and implementing client-specific Investment Policy Statements to guide ongoing supervision. It manages client accounts on a discretionary basis and offers an ongoing retainer-style planning partnership that includes monitoring and periodic plan updates. What is less common for a firm of this size is that it provides outsourced financial planning and non-client-facing administrative support to other advisors through an unaffiliated entity (Delegated Planning, LLC) and also serves as a continuity partner for another advisory firm (reported as occupying under 1% of its time). The brochure further notes that the firm does not accept custody of client assets (fees are debited through custodians) and that it does not provide written reports to investment management clients.

To learn more about the advisors currently working at Indie 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.