Indieplan LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, advice-only financial planning and consulting to high‑net‑worth individuals and to other registered investment advisers. Its services include one‑time holistic plans (Indie Target Plan™), an ongoing Indie Partnership Program™ for clients who have completed a plan, limited‑scope hourly projects, and non‑discretionary consulting engagements for other RIAs.
The firm does not manage client assets or accept custody; recommendations are built around Modern Portfolio Theory and a mix of primarily passive (with selective active) fund selections emphasizing asset allocation, diversification, tax efficiency, and implementation support. Ongoing planning clients receive periodic reviews and up to three meetings per year under the partnership program, while clients remain responsible for trade execution and plan implementation (the firm provides implementation support for a limited period).
Noteworthy for a solo independent adviser, the firm does not offer portfolio management or charge percentage‑of‑AUM fees, yet reports approximately $242.5 million in assets under advisement across about 15 clients, indicating work with larger accounts and other advisers rather than a broad retail base. It also markets specialized consulting services to other RIAs — including model portfolio, fund and capital markets reviews offered as one‑time or ongoing engagements — which is atypical for a firm of its size and business model.
Client services
Expertise
Demographic focus
Fee options
Indie Target Plan™: $3,300 (individual), $4,620 (couples); Indie Partnership Program™ ongoing planning: $2,640 (individual), $4,290 (couples); Consulting for other advisers: $8,750 - $30,000 one-time; $16,000 - $60,000 ongoing annual fee
$330 per hour
Fee-only: Flat fees for financial plans and ongoing planning; hourly fees for limited scope projects; consulting fees for other advisers.
Main office
Chestnut Ridge NY
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Indieplan LLC · Vista Wealth Planning · Vista Wealth Planning 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.
Forms ADV
Quick links
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