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.

Name	Location	Years of experience
Leslie Ransom	Chicago, IL	11

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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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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